Inside the Numbers - Why We Haven’t Bottomed Yet
This is a market that rips away at conventional thinking, even the thinking that was “conventional” just a few weeks ago. When the credit crisis first got the national attention that comes with large-scale bankruptcies and market declines, there was a broad consensus that investors should seek out companies with the least amount of earnings [...]
Marketocracy’s “Epiphany Fund” (EPIP) Under Construction
Several years ago I set up a few funds on Marketocracy.com to track various portfolios and strategies. It was and continues to be a valuable site, one I highly recommend for novice and DIY investors alike.
I quicky settled in on one fund to focus my attentions on; the site makes you maintain strict management guidelines [...]
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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