August 2012
August 25, 2012 –
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RELATED TICKERS: GRPN
In Prof. Damodaran's recent post on GRPN, he makes some comments about "intrinsic value" which I'd like to discuss. I've long thought the term is a misnomer so I will attempt to flesh out some of my critique. I'll be using his brief comments as a means of engaging the topic. [more]
August 21, 2012 –
This looks like it'll be an interesting series. [more]
August 16, 2012 –
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RELATED TICKERS: USO
, UNG
In a couple of previous blogs I looked at the relationship between CPI and commodities and using that information to predict future real returns of those commodities. First I looked at CPI/Gold and then looked at CPI/Silver and CPI/Platinum. [more]
August 13, 2012 –
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RELATED TICKERS: SLV
, PPLT
I already looked at the Gold to CPI ratio to show how it can predict future real returns. It turns out that the same approach can be applied to silver and platinum. [more]
August 11, 2012 –
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RELATED TICKERS: GLD
, TIP
This is a continuation in a series on the value of gold. Feel free to check some of my other posts including the subsequent comments:
The Shadow Price of Gold
Gold as an Inflation Hedge [more]
August 10, 2012 –
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RELATED TICKERS: GLD
This is a continuation in a series on the value of gold. Feel free to look at the other articles in the series:
The Shadow Price of Gold
Gold as an Inflation Hedge [more]
August 07, 2012 –
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RELATED TICKERS: GLD
This is a continuation of a series dealilng with the question: What is gold worth? The first blog I looked at the so-called Shadow Price of Gold and concluded that it is not a terribly good predictor of the price of gold. To the extent that it is, is due to the fact that M0 (the monetary base) is correlated with the price of gold. [more]
August 05, 2012 –
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RELATED TICKERS: GLD
This may turn into a series of "what's gold worth?". As of now I have no definitive answers. My goal is to only look at some proposals which will largely be critical. Here's the first. [more]
August 01, 2012 –
I associate valuation risk with the broad set of risks associated with correctly valuing an asset. As an example, one must choose a model (which model) and then put inputs into that model to get a result which is the estimated value. Any such process has limitations. [more]
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