Monthly Archives: May 2014

Stocks Can Scale a New Wall of Worry

Last year, despite slowing profit growth, U.S. equities experienced a “valuation levitation” because they were too cheap compared to bonds and cash. Why own a bond yielding 3-5% when you could own a stock with a 3% dividend yield, 8% … Continue reading

Share
Posted in Uncategorized | Tagged , , , , | Leave a comment

WSJ May 24 2006 Fed Freakout: a Bernanke Geithner Recession?

Fed Freak-out A Bernanke Geithner Recession? Real Estate Reels from Coast to Coast By Randall Cunningham And Martha Ridzoli WASHINGTON  May 23   The Federal Reserve’s surprise decision a week ago to prohibit sub-prime lending continued to roil financial markets and … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , | Leave a comment

Do the Dow Industrials Grow Much More Slowly than Smaller Competitors? We Examine 20 Industries

For a growth stock investor like myself, a major challenge is buying companies that really will grow as fast as Wall Street expects—and sell names that run out of gas before it’s obvious to the market.  A major risk is … Continue reading

Share
Posted in Uncategorized | Tagged , , , , | Leave a comment

Democrats’ Obama Problem

The “Sunday Review “section of the New York Times—what used to be called the “Op-Ed” Section—unerringly reveals liberals’ current fantasies and fixations.  Now they’re in a panic about the surpassing incompetence of the Obama presidency, a somnolent ineptitude so perverse … Continue reading

Share
Posted in Uncategorized | Tagged , , , , , , | Leave a comment