Bonds: No Inflation Threat in Sight [View article]
Markets are not always right, other wise there nobody would beat the market. One of the best trades right now is -short the 30 bond or if you like etf's short TLT.
Portfolio Theory: The Unnatural Alternative? [View article]
I was at the 2005 Berkshire Hathaway annual meeting when Warren Buffett talked about how crazy "CAPM and efficient market hypothesis" are. Great investor don't invest that way. If you want to beat the market an investor should "keep a close eye on the basket" theinvestingspeculator...
Bonds: No Inflation Threat in Sight [View article]
Portfolio Theory: The Unnatural Alternative? [View article]