The Fed minutes were released yesterday and there’s one sentence everyone is talking about: “Some participants viewed equity prices as quite high relative to standard valuation measures.” By “quite high” I imagine…
I’m a big fan of Jack Bogle. Like Warren Buffett, I believe he been nothing less than a “hero” to individual investors. That said, CNBC reported this week that “Jack Bogle…
“Bull markets are born on pessimism, grown on scepticism, mature on optimism and die on euphoria.” -John Templeton Last week I focused on fundamentals, sharing 3 charts that show stock market valuations…
Last week I updated the Warren Buffett yardstick, market cap-to-GNP. The only time it was ever higher than it is today was for a few months at the top of…
I can only imagine what it might be like to be Warren Buffett. When your every word moves the global financial markets you carry tremendous responsibility. Few carry greater weight in this regard…
Over the weekend I received an email from a reader with a couple of questions I get a lot lately: It seems clear the stock market is overvalued right now but…
Samuel Johnson famously called second marriages, “the triumph of hope over experience.
Chris Cole, of Artemis Capital, recently asked, “What investments do you justify by common knowledge today that will look foolish 40 years from now?” Here are a few I think…
“As I look back, it now seems that, with all the thought and work and good intentions, which we provided, we achieved absolutely nothing… nothing that I did, and very…
A version of this post first appeared at The Felder Report PREMIUM. With economic optimism soaring since the election, rising risks to the economy and financial markets have fallen off Mr….