Be Comfortable With The Risks You Are Taking

Investing is not about "knowing" the future. It's about deciding what risks you feel comfortable with. Two events last week highlighted this very truth about investing and risk. One was the announcement by Orica (result below expectations plus impairment charges), the second one was the capital raising by ANZ Bank (Huh? What happened to asset sales and DRP?). My Weekly Insights this week also asks whether commodities are receiving a Buy signal from Hell plus the repeated observation that investors in the US are getting really concerned about divergence in US equities and indicators. (VIEW LINK)