Blog
January 21, 2019

How Fast Sentiment Can Change – Tesla

Throughout much of the last several years the Los Angeles Times has been enthusiastic about…
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Blog
January 3, 2019

Apple, Inflation and Valuation

In light of Mr. Cook's revision of expected fourth quarter revenue for Apple, it is…
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Blog
December 27, 2018

Efficient Markets?

The efficient market hypothesis holds that the market prices of securities accurately reflect the fundamental…
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Blog
December 20, 2018

Advisors say “Get Defensive”

From Charles Schwab to Goldman Sachs, analysts and investment advisors are warning investors to “get…
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Blog
December 18, 2018

Why Fundamental Valuation Matters

First, a little humility.  When we posted our list of ten bubble stocks we were…
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Blog
December 5, 2018

Disappointment and Concern at the Los Angeles Auto Show

As readers of this blog know, we have consistently opined that at prices exceeding $350…
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Blog
November 25, 2018

Climate Change and the Stock Market

No, I am not going to say how climate change impacts the stock market or…
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Blog
November 23, 2018

Fuel Costs Comparison: Tesla vs ICEs

Hidden within a previous post on "How Green is Your Tesla" was a discussion of…
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Blog
November 22, 2018

Explaining Stock Market Moves After the Fact

Whenever the market moves sharply, the media feel compelled to offer an explanation.  Sometimes this…
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Blog
November 20, 2018

Bubble Stocks Latest Update

The group of ten is now done over 26% since our post.  Even Amazon is…
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