Earnings or Multiple Expansion?
There’s a fascinating analysis (in Barron’s), looking at S&P500 earnings in a very different way than our prior...
Apprenticed Investor: The Stock Pre-Nup
The latest "Apprenticed Investor" column is up, and its called "The Stock Pre-Nup." Let’s assume you found a stock...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
Sunday Nite Linkfest
I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music...
10 rules to Win the “Loser’s Game”
Paul B. Farrell of MarketWatch reminds us of a good list of strategies, courtesy of Charles Ellis’ classic "Winning the...
We Are Greedy and Stupid Creatures
Whenever I see an article like this one, it makes me shake my head at our inherent limitations as a Species. We are easy prey for fast...
Will September be the Cruelest Month?
click for larger chart >Today’s WSJ has some comments on everyone’s favorite month: Ah, autumn: The evenings turn cooler,...
Louis Ehrenkrantz’ 7 Golden Rules for Investing
GOLDEN INVESTING RULES In nearly 40 years on Wall Street, the late Louis Ehrenkrantz, dean of American stock pickers, was known for his...
Apprenticed Investor: Six Keys to Stock Selection
I almost forgot! The latest "Apprenticed Investor" column is up, and its titled Six Keys to Stock Selection. By now,...
Chart of the Week: Housing Inventory
The NYT reported yesterday that "the number of homes for sale on Long Island and in Queens in June was 22 percent higher this year...