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Friday, December 7, 2018

Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices!

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The title of this post is not original and draws from Nate Silver's book on why so many predictions in politics, sports and economics fail. It reflects the skepticism with which I view many 'can't fail" predictors of economic growth or stock markets, since they tend to have...
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Monday, December 3, 2018

Investing Whiplash: Looking for Closure with Apple and Amazon!

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In September, I took a look, in a series of posts, at two companies that had crested the trillion dollar market cap mark, Apple and Amazon, and concluded that series with a post where I argued that both companies were over valued. I also mentioned that I was selling short on...
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