Mr. Market Goes Crazy
Farnam Street letter to investors for the month of October 2018. The Arrogance of Investing Buying a stock is an act of…
Stock Market
The Bond Market Will Be the Bear that Crushes the Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well…
If Investors are Suggesting that a Crash is Imminent, then the Market will not Crash
Recently quoted in U.S. News & World Report and featured on CNBC, leading Australian investment expert, market commentator, and best-selling author Dale…
How We Determine the Value of Our Stocks (And Of The Entire Portfolio)
Vltava Fund commentary for the third quarter ended September 30, 2018; titled, “How We Determine The Value Of Our Stocks (And Of…
Logica Capital Advisers: Spacetime Continuum; Measuring Risk
“Put your hand on a hot stove for a minute, and it seems like an hour. Sit with a pretty girl for…
Global Quality Edge Fund 2Q18 Commentary: Detecting Red Flags
by Jacob Wolinsky Global Quality Edge Fund letter to shareholders for the second quarter ended June 30, 2018. Dear shareholders, Global Quality…
Buy-and-Holders are Satisfied with their Strategy
Robert Shiller warned investors in 1996 that valuations were so high that those going with high stock allocations would in time come…
Financial Services Sentiment Slumps, As Growth Expectations for Coming Quarter Stall
Brexit Uncertainty Biting Hard on Banks and Investment Managers Optimism in the financial services sector fell sharply in the quarter to September,…
Percentage Of U.S. Household Wealth Allocated to Stocks is Second-Highest Ever
From Stanphyl Capital’s letter top investors for the month ended September 30, 2018. Friends and Fellow Investors: For September 2018 the fund…
Hulbert’s Observations from Tracking Investment Newsletters
A recent article in the AAII Journal outlined an interview with Mark Hulbert (of Hulbert Financial Digest) in which the MarketWatch senior…
Investors as Bullish on US Stocks as in January 2015
Professional investors have turned bullish on U.S. stocks, their enthusiasm “fed by an especially buoyant earnings season that is offsetting other concerns,”…
Strategist Jim Paulsen: Yields Could Rise to 3.5% by Friday
Yields for the U.S. government debt space are now following U.S. equities in the extended bull run with the benchmark 10-year Treasury…
10-Year Treasury Yield Hits 7-Year High
The extended bull run in U.S. equities is now flowing over into yields for the U.S. government debt space as the benchmark…
US Stock Market had a Monster Quarter
FBN’s Charles Payne on what has been fueling the stock market rally and the SEC’s lawsuit against Tesla CEO Elon Musk. For…