Lance on Jan 15 2008 | Filed under: Around the Web
With the rise of inverse indexes (they go up when an index goes down, and vice versa) which we have used to profitably hedge our own portfolios, Standard and Poor’s has created an inverse index to benchmark them. Coming down the pike will be benchmarks to replicate leverage as well. This is very welcome.
Lance on Jan 14 2008 | Filed under: Around the Web
Many people argue that we are experiencing no more than a mid-cycle slowdown. Certainly that was a potential outcome I considered likely if a full blown recession didn’t occur. The recent job numbers on the surface can certainly provide a prima fascia case for that. There are a number of issues, but Paper Economy explains [...]
Lance on Jan 10 2008 | Filed under: Around the Web
Bloomberg had a headline a while back which screamed Cheapest Stocks in Two Decades Signal Bull Market. This is based on the so-called Fed Model.
I think this is a really flawed model.
The Big Picture explained why he agrees with me.
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