[vc_row css=”.vc_custom_1553718960683{margin-top: 100px !important;margin-bottom: 100px !important;}”][vc_column width=”1/2″][vc_single_image image=”1213″ img_size=”full”][/vc_column][vc_column width=”1/2″][vc_column_text] With sky-high valuations in the US stock market, and what we believe is

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This famous old Wall Street warning is worth bearing in mind as we explore the possibility of bubbles. Because there remains no theory

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A company is never so good or a situation so favorable that it cannot be overpriced.  In my view, that is our situation

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Ok, I am breaking down to write something about Bitcoin.  It seems that everyone I talk to has a question about it.  The

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            Short-termism just won’t die.  Despite obvious counter examples like Amazon, Tesla and Netflix it clings to its

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         Tesla reported Q2 earnings after the bell Wednesday and shares rose 20 points following what was widely described in the press

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            Back in 1977 Edward Miller wrote an article that still resonates today and provides insight into what

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Sometimes shorting a stock can be difficult and expensive.  In order to sell a stock short, you must first borrow the shares.  Because

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             Much of the investment thesis behind Tesla, as well as a reason for the government subsidies, is based

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       Back in May I was writing on this blog that the market was unduly pessimistic regarding Apple.  While Apple faced

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