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The P/E for automobile manufacturers is normally very low. Ford, GM and Toyota currently trade at 7 times earnings. Tesla’s

As Herb Stein “if something cannot go on forever, it will stop”. The current growth of government debt is unsustainable.

The ultimate source of wealth from financial investments comes from the transfer of funds to entities that invest in the

As Herb Stein “if something cannot go on forever, it will stop”. The current growth of government debt is unsustainable.

A common refrain is that to get more return you have to bear more risk. But what exactly is risk?

A common refrain is that to get more return you have to bear more risk. But what exactly is risk?

A common refrain is that to get more return you have to bear more risk. But what exactly is risk?

The ultimate source of value for common stocks is the earnings of corporations. In the last four and a half

A common refrain is that to get more return you have to bear more risk. But what exactly is risk?

The decade ending in 2023 was a great one for common stocks. Is the next decade likely to be as

The decade ending in 2023 was a great one for common stocks. Is the next decade likely to be as

The decade ending in 2023 was a great one for common stocks. Is the next decade likely to be as

Would you believe, that long-term US Treasury securities, historically considered one of the safest investments, have now dropped more than

Would you believe, that long-term US Treasury securities, historically considered one of the safest investments, have now dropped more than

In August of 2020 Apple issued a 40 year, 2.55% bond, two years later that bond is down nearly 40%.

Is a large daily drop in the market a buying opportunity? We used 60 years of daily data to see

One of the most difficult problems for fundamental value investors is reconcliling value and momemtum. Welcome back to Reflections on Investing

Presently just five US tech companies account for nearly 25% of the S&P 500 market cap. We discuss resurgence of

How can an option trade make 4000% in one day? Tesla stock has been highly volatile and one of the

When interest rates were near zero it was easy for companies to borrow and for investors to overlook debt. But

How can an option trade make 4000% in one day? Tesla stock has been highly volatile and one of the

While 2020/2021 were great years for our High Fliers, in 2022 the party ended and many of those companies like

We revisit "Valuing The Automotive Industry" our in depth report from last year."Valuing The Automotive Industry" (Nov. 2021)Hello and welcome

In October of 2021 we reviewed the Howard Marks Checklist from Mr. Marks' book "Mastering the Market Cycle." Since then

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock

From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up

From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up

From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up

From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up

Elon Musk recently proposed a buyout of Twitter at 54.20 per share. Twitter stock traded over 50 following the news

Elon Musk recently proposed a buyout of Twitter at 54.20 per share. Twitter stock traded over 50 following the news

Recent times have been dreadful for investors especially for holders of growth and tech stocks (See "The Crash of the

​Growth in earnings doesn't necessarily equate to growth in a stock's price. A company's growth must meet or exceed the

For many investors options are associated with high leverage and high risk. However, options can be used to manage risk

For many investors options are associated with high leverage and high risk. However, options can be used to manage risk