A cautiously optimistic assessment of the S&P and Dow meeting their previous highs from 2000 and what the state of the market highs suggest, with respect to PE values and other indicators, for long-term investors.
Hidden Costs of Investing
Jonathan Tiemann 2018-04-13T12:52:59+00:00Dr. Tiemann wanders into the bizarre world of closed-end funds to answer the curious question of why these fickle investments so often are found to be trading in the market at a discount to their underlying portfolio value, even in investment categories where there are perfectly good alternatives available.
Head Over Heels for the Yield Curve
Jonathan Tiemann 2018-04-13T12:57:06+00:00Examines the perils of prediction and the relationship between an inverted yield curve and recession, the stock market and the economy as a whole. Explains why the disciplined investor would not make sudden, sharp changes in portfolio strategies to “beat the gun” based on an inverted yield curve.
Can News be Neutral?
Host 2005-10-04T20:11:39+00:00Offers insight to the bias inherent in financial news reporting and the risks involved from trading on "news" from a fax alert, mailer or television program. Explains how looking at the broader picture and diversifying your data sources will result in better choices for the long term disciplined investor.