Bubble, Bubble, Toil and Trouble

July, 11  2019 // Bradford Cornell

In April of 2018, Rob Arnott, Shane Sheppard and I published an article entitled, Yes, It’s a Bubble, So What?.  Given the turbulence of the intervening fifteen months, and to hold our feet to the fire, we felt a follow-up was in order (Bubble, Bubble, Toil and Trouble).


CCG on ESG Investing

As numerous posts on our blog demonstrate, energy and climate change are issues that we have analyzed in depth.  Our senior advisor, Professor Cornell, will be teaching a new course…

Bubble Stocks 2.0: A Reassessment

Almost three months have passed since we first posted our list of Bubble Stocks 2.0 on July 1, 2019, so we thought a reassessment was in order.  Such periodic reassessments…

Valuing ROKU: An Update

Last month on our blog we took a deeper look at the valuation of ROKU, one of our “Bubble Stocks 2.0.”  Today, at the market close, ROKU’s stock was down...

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Is the Market Obscenely Overvalued?

March 20, 2019 // Shaun Cornell

In his recent letter to investors, fund manager John Hussman stated, “This is an obscenely overvalued market.”  


Bubble Stocks 2.0

July 17, 2019 // Bradford Cornell

In Bubble, Bubble, Toil and Trouble, Rob Arnott, Shane Sheppard and I offered a real time definition of a bubble.  We stated,