Posts
August 26, 2016

The ‘Short Vol’ Trade Has Gotten Completely Out Of Hand

A while back I wrote about how investors were playing the BTFD game using short…
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Posts
May 25, 2016

Dear Prof. Siegel: Are You F***ing Kidding Me?

Jeremy Siegel, of Stocks For The Long Run fame, was on CNBC this morning: "I…
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Posts
April 22, 2016

Fighting Bullish Spin With Data And Analysis

I came across a blog post today over at Dash of Insight. Normally, I enjoy…
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Posts
April 22, 2016

The Heroic Assumptions Behind The Current Stock Market Rally

It's fascinating to watch our stock market here in the US┬árally back near its all-time…
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Posts
February 10, 2016

Why Comparing Dividend Yields To Interest Rates Is A Dumb Idea

I'm hearing a lot of folks these days draw attention to the fact that the…
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Posts
February 3, 2016

Are Passive Investors Taking On Far More Risk Than They Realize?

"The average American is from Missouri everywhere and at all times except when he goes…
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Posts
January 21, 2016

Is It Time To Buy Stocks? Not If You’re A Long-Term Investor

The stock market is off to its worst start in history this year. Not only…
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Posts
November 20, 2015

Leveraged Loans Betray The Rally In Stocks

I've written a fair amount about bond market risk appetites over the past year or…
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