Sunday, July 29, 2018
After years of underperformance, are value stocks worth buying?
Last month, Sean Markowicz of Schroders wrote an article titled " Where's the value in value investing ?" Mr. Markowicz mentio...
Thursday, July 26, 2018
The new Nifty Fifty: today's one-decision stocks
On Twitter, Ryan P. Dolan asks , "If we are in a Nifty Fifty 2.0 environment, beyond the obvious members (AAPL, AMZN, GOOG, MSFT, FB, N...
Thursday, June 28, 2018
Will tight monetary policy and loose fiscal policy push the dollar higher?
I recently read Jack Schwager's trader-interview book The New Market Wizards , which includes an interview with Stanley Druckenmiller....
Saturday, December 9, 2017
Book review: "Long-Term Front-Running" by Michael Fritzell
Many stock traders try to make money by predicting the immediate future: Will tax reform spark a stock-market rally? Will Apple beat earning...
Thoughts on convertible bonds
A convertible bond becomes “busted” when the issuer's stock price falls so far below the strike price as to render the conversion featu...
Book review: "Common Stocks and Common Sense" by Edgar Wachenheim
Common Stocks and Common Sense has the same format as Peter Lynch's One Up on Wall Street : it's a loose autobiography of a fund ma...
Thursday, November 30, 2017
Articles of interest
Auto lending The Wall Street Journal reports that used-car prices have been resilient in 2017 despite a sharp increase in expiring leases...
View web version