Sunday, August 6, 2017
The permabears are right about buybacks and ZIRP
As the stock market has moved from record high to record high, a small but vocal group of permabears has argued that the market's streng...
Sunday, July 23, 2017
Five reasons not to buy Amazon
I think Amazon is a bad investment at today's price of $1025 per share, which is 157 times its estimated 2017 earnings, and I recommend...
The importance of quickly eliminating bad prospects
Last year, Matt Brice wrote a nice article called Think Fast – Lessons for Dating, Investing . The article's message is that, whether i...
Monday, July 10, 2017
Just say no to tobacco stocks
Last year, Credit Suisse published research claiming that the tobacco industry was the best-performing sector of the American stock market ...
Sunday, July 9, 2017
Articles of interest
Agriculture Harvest Investor writes about trends in agricultural productivity and their likely effect on the farm economy. Aircraft Ge...
Wednesday, March 15, 2017
A reason for caution
I'm cautious about the stock market because credit growth has stalled. Since December, total bank credit in the United States has fallen...
Saturday, July 2, 2016
Book review: "Everybody Wins! A Life in Free Enterprise" by Gordon Cain
Despite what its title suggests, Everybody Wins! A Life in Free Enterprise isn't an encomium to capitalism. Instead, it's the autob...
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