Monthly Archives: October 2019

“Trump veered… like a squirrel caught in traffic”

So I’d decided to break my self-imposed politics ban about a week ago.  Election is coming up so politics are actionable and just too salient and…   Then I got a stomach bug.  Then the rest of the family got the … Continue reading

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“Given Treasury Rates, Earnings and Cash Flows Today, Stock Prices Are Not Unduly High”

I don’t often re-post other content, but the piece (link in full below) is worth sharing.  It is a “where are the markets now?” piece that very tidily sums up the main (credible) arguments for over or under-valuation of financial … Continue reading

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