Archive for February, 2009
Welcome TheStreet.com Readers…
… and any other new readers! It seems that this blog has gotten a little string of publicity with a mention on Bloomberg News earlier in the week and a quote in a new article by TheStreet.com, “Apple Investors, the Love’s Still Strong“. As such, the site has had an influx of new visitors who [...]
read more »Efficient markets provide opportunities for savvy buyers
Ben Bernanke’s testimony in Congress yesterday got me thinking.
The stock values reflect not so much the fundamentals, the long-term profitability of the economy, but they also reflect investor attitudes about risk and uncertainty which right now are at very high levels.
The efficient market hypothesis states that market prices are informationally efficient. That means that stock [...]
Bloomberg + The Curious Investor = Success
The Curious Investor made its first main stream media appearance today. Bloomberg news recently published a new article by Joseph Galante on the recent drama surrounding Steve Jobs and Apple featuring commentary by The Curious Investor. It’s an in depth article on how investors reacted to Steve Jobs’ health problems in 2004 and how they are [...]
read more »Google search share down 0.5%!
It seems that people can’t help but go after the successful. Moreover, I’m sick and tired of all the sensationalist title lines that stock market prognosticators can’t help themselves with. For example, this one – “Did Google Just Gag?”
ComScore, a notoriously poor predictor of overall performance, released January 2009 U.S. search share data.
Yes, Google [...]
read more »Is the S&P 500 finally bottoming?
In October of last year, Warren Buffett wrote an op-ed in the New York Times announcing his intention to buy U.S. equities. In the months since, we’ve seen the markets oscillate wildly but ultimately head only further down into its trough, sparing no one in its path. Was he wrong? Is it still not safe [...]
read more »When Diversification Fails
The above chart represents the return for nearly every combination of equity investments you could have made over the last year. No sector, style, world region or market cap escaped devaluing more than 25%. Compare this to the start of our last recession between 2000 and 2001.
Just within U.S. equities, proper diversification likely could have [...]
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