Showing posts with label Brett Arends. Show all posts
Showing posts with label Brett Arends. Show all posts
Saturday, January 18, 2014

Both Shiller p/e and Tobin's q warn stocks are seriously overvalued

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As reported by Brett Arends, here : Smithers found that over the past century the Shiller PE had an R-squared to subsequent returns of 0.52,...
Monday, February 13, 2012

Two Reasons For Legal Offshore Cash

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Political risk, as in: If the country implodes and you've got to renounce citizenship you'll have some resources abroad waiting for ...
Tuesday, November 29, 2011

Male Unemployment is 11.2 Million, Not 4.2 Million

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So says Brett Arends, here : Millions here are still out of work. The unemployment situation is far, far worse than the government is tellin...
Wednesday, November 16, 2011

Private Equity Performance Proves Public Markets Are Not Efficient

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So says Brett Arends, here : If you’d invested $100,000 in the Standard and Poor’s 500 index 25 years ago, and stuck it out through all the ...
Wednesday, June 29, 2011

Q1 Non-Bank Corporate Debt Surged to a Record $7.3 Trillion

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And Brett Arends, same article , thinks corporations used the borrowing to finance the stock buy-backs, which kind of puts the taint on both...

Q1 SPX Rise of 5 Percent: Companies Painted The Tape

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Just like they're doing in the last three days, along with everyone else, to make Q2 look better after a tough couple of months. Brett A...
Monday, June 13, 2011

Why Hold Bonds in Tax Protected Accounts and Stocks Outside Them?

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"Bond coupons are taxed as ordinary income. Stock dividends are taxed more lightly." -- Brett Arends, here , on a completely diffe...
Thursday, May 27, 2010

GOLD AND THE U.S. MONETARY BASE, THEN AND NOW

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Interesting stuff from Brett Arends two days ago at The Wall Street Journal: Dylan Grice, a strategist at SG Securities in London, thinks gl...
Wednesday, December 2, 2009

Apathy Precedes Bull Markets, Not Fear

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The secular bull market in gold since 2001 is coincident with a secular bear market in stocks since 2000, if this November 30, 2009  analysi...