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How NOT to Think about Your Investments

A Dash of Insight How NOT to Think about Your Investments Many stocks, perhaps most stocks, are trading at prices that do not reflect fundamental value, as determined by traditional methods.  The excellent team at Bespoke Investment Group, one of our featured ...

Jeff Miller submits:

from A Dash of Insight, 3 hours ago

hedge funds that had big leverage have been forced to sell at any price; Money is flowing out of natural buyers, the long-only mutual funds; There is no sign of relief in the credit markets.  That is not going to happen until we address the issue of counter-party risk.  It could happen quickly, through the suspension of FAS 157 rules, or more slowly, through the Treasury auctions.  It will eventually be addressed, but too late for many. Typical technical triggers, like a high VIX, have not worked in calling a

The Kirk Report Stock Blogs Crossing Wall Street A Dash Of Insight The Shark Report

Jeff Miller submits:

via john jansen: The IG 11 closed last night at 177 1/2. Following the Federal Reserve bail out of the CP market the index is around 161 1/2. UPDATE: sorry for the stream of consciousness -- i commented at dash of insight: i agree that incrementalism is most often good, prof -- but i do think there is room for measured criticism of policy responses so far. particularly in the interbank lending market, where the fed's facilities have effectively crowded out private

A Dash of Insight Whom Should We Trust? There is an argument making the rounds.  The first incarnation was in opposition to the Paulson Plan.  It has morphed into a question about whether the plan  -- and other measures ...

Jeff Miller submits: