Very nice contribution, Seattle. I think Aunt Bee deserved a mention. Maybe Goober too but nice one overall.
Best options trader - Eddie Haskell? He might have gone the Bernie Madoff route.
Yeah, quite likely. Regardless, he would have led Beaver astray in the process, or at least started to.... Anyways, he would have definitely been up to something.
Robert Edward Crane (July 13, 1928 – June 29, 1978) was an American actor, drummer, radio personality, and disc jockey known for starring in the CBS situation comedy Hogan's Heroes. Crane was a drummer from age 11, and he beg...
Asset inflation, the direct result of zirp and out-of-control parabolic govt spending.
It HAS been a wild ride, and everyone is now wondering for how long it can continue. I would like 14% for each of the next 5 years, holding nothing other than VOO, and doing nothing.
More talk from a year ago that we need to buy non-US stocks because they are much cheaper. And another year of US massive outperformance.
So much for being contarian! 1 year: SP500; +27% Rest of World: +11%
Meb Faber @MebFaber What if you only had to make one BIG decision as an allocator in your lifetime, might this be it? Foreign (orange) & US (blue) stock valuations (10-year CAPE ratios) at two points in time. A near mirror image separated by three decades. 37 and 17 flips to 18 and 38.
More talk from a year ago that we need to buy non-US stocks because they are much cheaper. And another year of US massive outperformance.
So much for being contarian! 1 year: SP500; +27% Rest of World: +11%
Meb Faber @MebFaber What if you only had to make one BIG decision as an allocator in your lifetime, might this be it? Foreign (orange) & US (blue) stock valuations (10-year CAPE ratios) at two points in time. A near mirror image separated by three decades. 37 and 17 flips to 18 and 38.
2:38 PM · May 8, 2023 · 87.3K Views
The alt-types are still reciting that mantra: Rosenberg, that Europe is cheap; Faber, that HK, Asia, and Latin America are cheap; Schiff, that EM is cheap; etc.
In today's environment "cheap" is not synonymous with "growth potential".
My personal favorite is that miners are "cheap".
Still waiting for a dip to buy the S&P. I will forego the opportunity to pick up some cheap stocks.
Things seemingly going haywire today, yields up, stocks up, my biggest equity holding up over 10%, all on "the news" of lower consumer sentiment.
Consider the QCEW, it will be interesting when the latest one is released. Also, apparently somewhere between 50-60% of the "job openings" in the last jolts number were from the birth-death model.