…Where will oil prices (WTI) finish 2016? Oil traded last week around $38 per barrel. This is a multiple choice quiz with the lower bound being below $30 and the…
…(10), industry groups (24), industries (68) and sub-industries (156) around the world. Real Estate Investment Trusts (REITs), which I wrote about here a few years ago, are currently included in…
…and that there is real danger in putting too much weight in a forecast. As it’s been said many times before, ‘forecasting is difficult, especially when it concerns the future.’…
…articles of all time. Back in Oct 2008, Warren Buffett wrote an op-ed for the New York Times saying that it was time to buy stocks. Among other things, he…
…are issues that the Fed is watching. The monetary tightening issue goes beyond the overnight Fed Funds rate, and, importantly, includes what the Fed decides to do with their balance…
…price versus analyst expectations for earnings over the coming year. The knock on forward PE ratios is that analysts are always too bullish on earnings, which makes the PE look…
…risk reduction strategy. If you had to pick the one sector that was less risky than the overall index, would you have picked consumer staples? Maybe, but there’s a nine…
…that LTC insurance is expensive is right either. While it’s true that the cost of the policy can be high, most insurance companies (including Genworth) have found that they underpriced…
…that the world’s largest institutional investor is leaving private equity and hedge funds because the fees are too high and the products and strategies are too complex. Sound familiar? And,…
…two strategies into decades to see what they looked like. Ignoring costs and taxes (which is a lot to ignore), the Sell in May approach did win during the 1970s…
