Disagreeing with Jeremy Grantham’s bubble call
Among other factors, indicators of extremes of euphoria seem much more important than price
bubbles
My thoughts about GMO’s ‘GROWTH BUBBLE’
Using trailing twelve months earnings that are impacted by a recession is a mistake
My thoughts on asset allocation
They looked at the allocation between stocks, bonds and cash. They found that over 95 percent of the funds’ returns came from their asset allocation.
Chart distortions that drive me crazy
Going parabolic and other lies
Is the Federal Reserve driving the stock market?
While the Fed had no explicit mandate to focus on the stock market, the effects of the run-up in prices seemed to me a legitimate concern
What you need to know about bubbles
I am not attuned to this market environment, and I don’t want to spoil a decent record by trying to play a game I don’t understand just so I can go out a hero.
Use of charts and statistics to identify bubbles
The S&P 500 appears to cross through the two standard deviation channel in mid-1996.
The common misuse of charts
These charts tend to exaggerate recent prices and understate older prices. As the time period increases the distortions of the chart increase.
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