No Such Thing as Asset Bubbles
I am getting sick of every single rally in any market being called a “bubble”. The NASDAQ bubble, housing bubble, this bubble that bubble. Old MacDonald had a bubble….. In the words of the...
View ArticleBreakfast Links
Will Chicago’s Stock Mfg become the Kickstarter of fashion? Same Sex marriage fall out. See what you think and comment. (Photo credit: Wikipedia) California taxes Tech. The Golden Goose may move to...
View ArticleTV Guests Always Talk Their Book
Watching the festival of capitalism over the past few days on CNBC has been interesting. It’s interesting because I truly think that Charlie Munger and Warren Buffett are pretty sharp guys. I don’t...
View ArticlePBS Frontline Wonders “How Does Anyone Make 60% Per Year?”. Answer: Insider...
Did you see the Frontline piece on insider trading? Was very interesting to watch. I have a very different perspective than the mainstream on insider trading. While many people might find it hard to...
View ArticleWhy Do We Have Stock Buybacks?
Last year, companies re-purchased stock in large numbers as reported in the Wall Street Journal. It is not at the record 2007 pace, but the rate of re-purchase is increasing. Data shows that buybacks...
View ArticleAre Startup Valuations and Internet Stocks Bubblicious?
Mary Meeker did a presentation last week and talked about a lot of trends when it came to startups. She does it every year for Kleiner Perkins, and there is always some good information in the data...
View ArticleCapitalism Hits The China Market
If you are a behavioral economist, you might start studying the Chinese stock market. That market might have data in it that could make the case that irrational investors exist, and they actually...
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