“Wow” factor charts have helped readers see a reality in a fresh way. Some Fed…
Browsing: Market Fundamentals
In each of five equity market phases since 1951, just one factor explained over 90%…
As U.S equities hit new bubble highs, it’s high time to avoid assuming that price…
“Hindsight is 20/20” is often an excuse for why a meltdown wasn’t seen. Yet, some…
To find the most promising companies, look beyond earnings per share and price-to-earnings ratios. These…
Individual investors often think, “Volatility I can weather, big falls I fear.” Estimating potential falls…
Caution is needed when using risk measures that “hide dynamics in a dot” or are…
Not measuring risk in a way that matters to you is the most basic mistake.…
Economists assume that lower interest rates increase business investment – all else equal. This assumption…
The Fed bubble reminds people of huge gains and raises fears of a fall. Central…
U.S. REITs are often seen as a safe haven by domestic and international investors. Are…
Fed-driven equity bubble, market exuberance, and political uncertainty led many investors to high-dividend stocks. Yet,…
“Real GDP up 3.2%” shouted the headlines — the traders (and politicos) were off to…
At year end, it’s tempting to buy a company with a “good news” story about…
Product costs have fallen and shopping habits have changed over decades. But, investment portfolio design…
“No one can see a bubble, that’s why it’s called a bubble” is a myth.…