10 Nov 2016

Mr. Trump Meets Mr. Market

…construction/engineering and construction materials, which gained 4.84, 7.75, 8.91 and 10.63 percent respectively. Outside of hospitals, the worst performing broad sector were interest rate sensitive: REITs and Utilities, which lost…

3 Mar 2015

NASDAQ: Party Like It’s 1999

…it looks like the bubble is back, but really, we’re nowhere near the peak valuations of the late 1990s. At the high (using annual data), the price-to-book ratio for the…

By David Ott Tags:
28 Dec 2015

Market Forecasts Part 1

…healthcare, energy, technology, financials or consumer staples? Like the last question, this is impossible. The thinking behind my emerging markets pick leads me to pick energy, but it’s a real…

23 Sep 2014

When Academics Go Bananas

…I don’t have access to Platinum Grove’s actual performance record, it’s hard to draw meaningful conclusions. The point, though, is to simply say that being a brilliant academic isn’t enough….