My expectations are that the chattering classes will be all over Microsoft’s buyback announcement: A $20 billion tender offer for...
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(This was mid-post when typepad went down yesterday — the links seem to have problems — I’ll fix when possible) Very...
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“Know the enemy and know yourself; in a hundred battles you will never be in peril. When you are ignorant of the enemy, but know...
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Is Q2 the quarter where earnings disappointments impact the markets? After 14 quarters of double digit year-over-year earnings growth, is...
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One of the most common errors investors make is going back to their list of old favorites: These typically include the former superstars...
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Interesting column by Mark Hulbert in the Sunday NYT about an econometric model I have observed over the years and have been impressed...
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We’ve been discussing the 100 year charts that look at the secular history of Bull and Bear markets, including Adjusting Stock...
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Yesterday, we looked at a discussion showing that stocks are relatively cheap. However, that doesn’t mean they cannot get even...
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This is the first part of a two part series asking the question, "How cheap is the market right now?" (part II is here). The...
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One of the more astonishing things about the market is how something that should matter doesn’t for the longest time . . . ...
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