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Monday, September 30, 2013
The Market is Fairly Valued!
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So this valuation thing has been nagging at me all weekend so I just decided to take a quick look at something. Since the S&P 500 index...
18 comments:
Thursday, September 26, 2013
Tapering, Market Overvaluation etc...
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For the record, I do agree with Stanley Druckenmiller who said the other day on Bloomberg TV (or CNBC) that the Fed blew it by not tapering....
30 comments:
Monday, August 12, 2013
Third Point Reinsurance Ltd. (TPRE)
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So Third Point Reinsurance Ltd. (TPRE) filed their S-1 recently. This is basically part of a move by hedge funds to seek 'permanent cap...
24 comments:
Friday, July 26, 2013
Leucadia National Annual Meeting 2013
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So I did make it to the Leucadia National (LUK) annual meeting this year. As usual, these aren't comprehensive notes or anything like t...
28 comments:
Thursday, July 18, 2013
13% and 15% Pretax Returns Now!
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Banks/financials have been announcing earnings and they have been looking pretty good even though there is debate about the quality of some ...
39 comments:
Wednesday, July 17, 2013
Yahoo - Alibaba Group
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So I can't believe it's been more than a month since my last post. This was not an intended leave or anything like that, time just ...
31 comments:
Saturday, June 8, 2013
60% Yield! (CWGL: Crimson Wine Group)
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So Barron's had an article about Crimson Wine Group (CWGL) last weekend. It's a nice, small, ignored Leucadia (LUK) spinoff. I tal...
9 comments:
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