Reflections on a New Record

2007-05-08T00:29:59+00:00

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

2018-04-13T12:52:59+00:00

Dr. 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.

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Head Over Heels for the Yield Curve

2018-04-13T12:57:06+00:00

Examines 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.

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Can News be Neutral?

2005-10-04T20:11:39+00:00

Offers 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.