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September 2010



Dividends, Treasuries, Inflation, and the Cheapness of Stocks

September 29, 2010 – Comments (2)

Today I posted an article regarding the issue of earnings yields versus bond yields and whether that can point us towards an overvalued or undervalued market. For those interested in the subject, I really encourage a read of a paper that Alex Dumortier pointed me towards -- Fight the Fed Model by Cliff Asness.  [more]



Totally Off Topic: The Quest to Eliminate Cable

September 24, 2010 – Comments (0)

If you think the title is somehow a trick and that this is actually going to be about investing... it's not... the following is not going to be about investing. So leave now before you start getting angry that I could possibly have something other than investing on my mind.  [more]



Can You Short in a Bull Market?

September 21, 2010 – Comments (12)

In a previous post, zloj and I had a bit of a back and forth on the topic of TMF's new shorting service. The issue was continued on zloj's blog, where our exchange was reposted with zloj's emphatic thoughts that the service would be a miserable failure since the market is headed for more gains.  [more]



Some Thoughts on Shorting

September 15, 2010 – Comments (14)

I've been writing a fair amount about short-selling lately, as have a number of other Fool writers. Here are a few of my most recent articles on the topic:  [more]

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