Is That Recovery We See? Those Wild and Crazy Analysts The Shadow Inventory of Homes Commercial Real Estate Starts a Long, Slow Slide P/E Ratios Go Negative! The Effect of Earnings Surprises Corporate Earnings and Recovery in Recessions The Implosion in Social Security Copenhagen, London, Newport Beach...
Why Bother With Bonds? So Then, Bonds for the Long Run? P/E Ratios at 200? Really? Mark-to-Market Slip Slides Away Housing Sales Improve? Not Hardly La Jolla, Copenhagen, London, etc. Investors, we are told, demand a risk premium for investing in stocks rather than bonds. Without that extra return, why...
Introduction I had occasion to be in my car this morning, listening to CNBC, when the host of the show (Bob Pisani, a very nice gentleman on the few occasions I have had the opportunity to meet him) was arguing with a modestly bearish guest. Yes, there are a lot of reasons for concern noted by bears...