David Rosenburg's 13 rules of investing.

This is some good stuff...

1. In order for an economic forecast to be relevant, it must be combined with a market call.
2. Never be a slave to the data -- they are no substitute for astute observation of the big picture.
3. The consensus rarely gets it right and almost always errs on the side of optimism -- except at the bottom.
4. Fall in love with your partner, not your forecast.
5. No two cycles are ever the same.
6. Never hide behind your model.
7. Always seek out corroborating evidence.
8. Have respect for what the markets are telling you.
9. Be constantly aware with your forecast horizon -- many clients live in the short run.
10. Of al the market forecasters, Mr. Bond gets it right most often.
11. Highlights the risk to your forecasts.
12. Get the U.S. consumer right and everything else will take care of itself.
13. Expansions are more fun than recessions (straight from Bob Farrell's quiver!).