Lance on Oct 14 2008 | Filed under: Risk, Valuation, today's links
Yesterday was one fo the best days ever for the stock markets:
What does it mean? I think it ultimately depends on factors unrelated to the move itself. Econompic provides us with some context:
Obviously large one day moves in and of themselves tell us little about what is to come. So, let us at least look [...]
Lance on Jan 25 2008 | Filed under: Asset Allocation, Domestic Equities, Risk, Taxes
Where Have Buybacks Gone, asks the Wall Street Journal? I cannot tell you how often I heard that buybacks were going to keep earnings strong (Ken Fisher in particular comes to mind.) As the Journal points out, that can dry up if people need the capital, or in a related issue, have loaded themselves up [...]
alpha Asset Allocation bailout banks Baton Rouge bear market Ben Bernanke credit crisis debt debt crisis deflation Economics economy Employment Federal Reserve finance fiscal policy fiscal stimulus Hank Paulson Hedge Funds housing Housing Market Humor Inflation interest rates investing Jeremy Grantham John Hussman Julian Robertson Louisiana markets monetary policy monoline insurers mortgages quotes real estate recession Risk Robert Shiller stocks subprime Taxes the economy Valuation Warren Buffett
The View from the Bluff |
| Featured |
| Money Manager |
Wall Street Journal- Wealth Wall Street Journal Economic News Wall Street Journal-Market news Wall Street Journal-Hedge Funds Abnormal Returns