Tag: Stock market

kulinetto / Pixabay

Ever Been Part Of A Melt-Up?

This morning I noted that I did not appreciate seeing Jeremy Grantham’s note dismissed even in the slightest way and without rancor by a Biiwii author. His intro was “Here we go with the “melt-up” meme again.”, which I felt […]

What’s Happenin’ Q3 2017
Value Investing

What’s Happenin’ Q3 2017

During periods of inflated asset prices, patience is an essential tool for absolute return investors. In addition to avoiding eventual losses associated with overpaying, patience allows absolute return investors to act decisively when valuations revert and opportunities return. While patience may be required during certain periods of […]