WHAT I KNOW

Readers of "A Dash" will already be familiar with much of Jack Miller’s list of things he knows.  It is worth looking at these items as a collection, and also considering his conclusion.  A strength of his approach is that he thinks about the relative value of various asset classes. Link: WHAT I KNOW. A […]

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Apple Chart

Apple (AAPL) stock has been under some pressure.  There are a number of interesting issues, nicely laid out by Barry Ritholtz in his commentary on the recent price action. Should we pay attention to this or to the fundamentals?  What about the stock options controversy.  Take a look at Barry’s view, and then consider some […]

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Not Expensive vs cheap

Barry once again has his finger on the key stock market issue.  (And congratulations on the recogition by a major trading publication.)  Why have we had several years of excellent economic growth accompanied by reduced budget deficit projections, stellar corporate profits, and vastly improved corporate balance sheets without a concomittant increase in stock prices? His […]

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A Complaint from the Peanut Gallery

My reader [sic] complains that the OldProf is not offering any easy answers.  He is too pedantic.  The ideas are too complicated.  Even if I point out errors that represent market inefficiency, there is no easy way to profit. Well — First off, I am writing down my observations about the market because there is […]

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