Tag Archives: equity

Private Equity/Debt Cockroaches emerging.

I published here (in late January) and on SeekingAlpha.com a warning that the surge in private equity (with with emphasis on “private” or illiquid) in the past decade would reek havoc for institutional and individual investors alike.  We’re beginning to … Continue reading

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Olympic Rally or the Real McCoy?

Back in early June, I posted Yogi Berra – as good an investment strategist as any! in which I suggested : “If financial turmoil continues unabated and rates remain extremely low, things could go very well for the stock markets, especially … Continue reading

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Out with the Treasuries, in with Corporates!!!

Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year treasury yield is a blip. Others believe that it is … Continue reading

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Great News! The consumer is miserable and shopping!

On August 31st, when we learned that consumer confidence had plummeted to rock bottom levels, I said (in the posting Consumer – lower confidence is GOOD news!): “What’s important, is that optimism concerning stock markets is far more warranted when … Continue reading

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Market undervalued? YES!

“According to Ford Equity’s research, based on current earnings, expected growth, and current interest rates, the S&P Midcap 400 Index is undervalued.” I prefer a sampling of mid-sized companies when considering valuations, since the really large capitalization stocks nowadays can … Continue reading

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