Tucked inside this recent post joining the debate on who is the bigger contrarian, is an assertion that Wall Street is tricking us into thinking the market is attractive when it is really almost 30% overvalued. Barry Ritholtz invokes a big name, Cliff Asness, and states that he has researched the forward earnings comparison. This […]
Here’s an interesting topic from Barry Ritholtz’s site, The Big Picture. Link: What are the odds of 2006 being a positive year?. I just had an interesting conversation with Mike Panzner, Director of Institutional Sales Trading at Rabo Securities. Mike is a quant who has an interesting take on the markets. Assuming the SP 500 […]
In market-based activities, the errors of others present opportunities. It is profitable to look for any aspect of analysis where many are getting it wrong. Since hedge funds are such an important part of the current market, understanding their managers is also essential. Understanding and interpreting government data is fertile ground. It is especially good […]
For those looking for information about the fuel cost control project, it is on the Gas-Lock site.
The major problem facing investment advisors is helping clients with asset allocation. Your client is intelligent and engaged. The problem is that they are focused on what worked last year, and your job is to help them with what will work next year. Our company has an internal ranking of pundits and advisors. John Rutledge […]