There is a fascinating article in today’s WSJ about a contentious valuation debate: Homebuilders judged by their book value. What...
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The Real Money column I mentioned Friday has been moved to the (free) The Street.com side: Nine Stocks for Playing the Long Side Safely...
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I have a new column up at Real Money: Nine Stocks for Playing the Long Side Safely It is based on our response to a request from research...
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There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
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In 2000, the market cap weighted S&P500 camouflaged the underlying weakness in the broader market. Investors focused on the indices...
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My nomination for the greatest story never told is this under-reported tidbit, via AP: "For America’s top 500 companies, the...
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Fascinating stuff: Carl Størmer points us to this amazing map of the United States. Each state’s economic output is analogized to...
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This quote is typical of sell side rationalization: “One of the things that makes this market confusing is that some valuation...
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In the 100-year Dow Chart post yesterday, the following issue was raised in comments: It would be nice to see your "100 Year Chart ,...
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Cult of the Bear III: Getting to Dow 6800 An economic/earnings slowdown and market cycles could conspire against stocks in 2006....
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