Fed’s Shortcut to Greatness
I am traveling this weekend to our nation’s
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser Perspectives. I am very excited about this interview because…
December 27, 2011 / Read More »
CNBC interview discussing sideways markets, Xerox, HP, Vivendi…
October 8, 2011 / Read More »
Interview with Matt Nesto, segment 1: HP, Xerox, Vivendi (we own all of them) Segment 2: China…
October 8, 2011 / Read More »
I was on BNN (Canadian CNBC) with Jeff Saut (Chief Market Strategist with Raymond James) and Jeff Hirsch (editor of Stock Trader’s Almanac) discussing sideways markets. We did three…
June 7, 2011 / Read More »
I am traveling this weekend to our nation’s capital with my almost-10-year-old son, Jonah. I’m giving a speech on Monday at the Johns Hopkins University Applied Physics Lab…
March 22, 2011 / Read More »
Profit margins are a tick away from all-time highs and are creating the impression of cheap equity valuations. But that impression is a mirage, because today’s generous margins…
March 16, 2011 / Read More »
Of course, there are many critics of the Fed who say the second round of quantitative easing is wrong and even harmful. “The failure of QE2 doesn’t worry…
December 9, 2010 / Read More »
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October. Here is a link to my…
October 30, 2010 / Read More »
Featured
Recommended Book List 2010 »
Updated for 2010 and in time for the holidays, here is the latest installment of my recommended books. I originally wrote this list in 2008 and again last year. I intend to keep…
November 9, 2010 / Read More »
Latest
Krugman’s Missed Call; Europe/China/Japan; Sideways Markets; Profit Margins; Microsoft »
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser…
December 27, 2011 / Read More »Microsoft Is Not as Boring as it Appears »
I am bored and exhausted. I am on my third cup of coffee, but my lack of excitement has…
December 15, 2011 / Read More »Why Hewlett-Packard Is Today’s Most Hated Stock »
There is a good reason John Lennon wrote “All you need is love.” We want to be loved and…
November 11, 2011 / Read More »A Few Simple Rules For Money Managers »
One of the biggest hazards of being a professional money manager is that you are expected to behave in…
October 26, 2011 / Read More »
