I don’t follow technical analysis too much but like most people, I am more than happy to click on any link that confirms my view of the world Michael Kahn’s technical analysis article from Barron’s is interesting. I don’t know about all that fancy mumbo-jumbo about double bottoms and whatnot but I do agree with [...]
I heard it on TV so it must be true. All kidding aside, the last two days have been absolutely brutal for the commodities side of our portfolio and today, the energy stocks also got whacked. And I don’t know about you folks but I haven’t reached that zen, Buffett-like state where falling prices don’t [...]
I like Open Exchange — they usually bring on a money manager or strategist for a whole hour to talk about the financial markets. Every once in a while, they’ll have a great guest like David Winters yesterday and Msr. Eveillard of First Eagle Funds today. First comment out of the gate: Didn’t participate in [...]
Today’s market action is a bit of a head-scratcher. Many of the major world indices (FTSE, Nikkei, All-Ords, TSX, etc.) are down at least 2 – 3%. Even the NASDAQ & S&P 500 are down around 2% but the Dow is holding ground at a slight loss. Energy sector getting sold off hard today. Probably [...]
Author: Bruce Greenwald My Ranking: 9.0 of 10 What I Liked About It Details several valuation methods that I haven’t seen in other non-academic, mainstream investing books. Several real-world examples to apply valuation methods Great treatment of brands vs. franchises What Needed Work Various investor profiles unnecessarily fill the 2nd half of the book. Attempts [...]
Somehow, a firm that was worth $3B (yes, billion) at the close of trading on Friday (and keep in mind, that was after a down 40% day) gets bought out over the weekend for an anemic $270M. Here’s the link to the Bloomberg story regarding the JPMorgan buyout of Bear Stearns. I have no idea [...]
