The narrative that we use to make sense of stock prices is changing
Robert Shiller recently offered comments about the factors affecting stock prices that we have seen in response to the spreading of the coronavirus pandemic. He…
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Spruce Point To Issue A Unique New Short Idea Tomorrow
Spruce Point Capital’s email to investors discussing that they will issue a unique new short idea tomorrow. Q4 2019 hedge fund letters, conferences and more…
Every Economic Stimulus Should Be Matched With an Economic Deterrent
The coronavirus crisis has done great damage to our economy and threatens to do more. Policymakers quickly took up consideration of a number of economic…
Whitney Tilson Lashes Out At Critics: NOT Immoral To Make Money During Coronavirus Crisis
Whitney Tilson’s email to investors discussing the best three e-mails he has ever written; Why I’m even more optimistic and bought stocks this morning; Is…
Liberty Sirius: NAV calculation shows a significant discount
Liberty Sirius closed at $30.19 / share on March 27th. Its main asset is 3.2B shares of publicly traded Sirius XM (SIRI). Since the start…
We Overestimate the Extent to Which Economic Factors Cause a Price Crash
There are two types of factors that can cause stock prices to crash. Buy-and-Holders focus on economic factors. The coronavirus has caused major economic disruptions….
Global financial markets to use China’s recovery as a critical gauge
Global financial markets will use China’s recovery as asentiment tracker, affirms the CEO of one of the world’s largest independent financial advisory and services organizations….
When to buy stocks on margin in markets like these
My stock market crash strategy is simple, I don’t know what will happen so I am not going to be greedy and try to time…
High CAPE Values Are the Primary Cause of the Coronavirus Crash
I am writing these words on the afternoon of March 9, 2020. Stock prices fell hard again today. They have generally been falling for two…
The Power of Puzzles to Point Us to Investment Truths
At a little before 9:00 a.m. on May 13, 2002, I performed a final check of the words to a post that I was planning…
Coronavirus-fueled short recession risk, investors urged to take action
A coronavirus-fueled short, sharp global recession risk is growing and investors are urged to take steps now to build and protect their wealth, warns the…
Irrational Depression Is Every Bit As Crazy As Irrational Exuberance
When it comes to investing irrational exuberance and depression are the same thing. Robert Shiller’s book Irrational Exuberance was published in March 2000. We saw…
Investors eye opportunities as central banks discuss stimulus action
Global investors are taking advantage of buying-opportunities ahead of policymakers looking to take more coordinated action on propping up economies due to the negative impact…
Fraud Fest 2020; Why The Market Has Crashed
Whitney Tilson’s email to investors discussing Enrique’s take on the recent market action; Refinance your debt; Calpers Top Money Man Is Swept Up in Chinese…
Emotion and Economic Developments Combine to Set Stock Prices
A recent Associated Press article reported that the Fed Chair Sees China Virus as Possible Risk to World Economy. When I see an article like…
