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It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P

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U.S. Bonds

It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P

June 1, 2017

Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we

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U.S. Bonds

Trusting Bond Market Signals Rather Than the Elites in Today’s Market Ride

May 22, 2017

    Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school,

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U.S. Bonds

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

May 18, 2017

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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