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Market Musings from High Road Value
Market Musings a continues a journalistic endeavor that goes back to 1991. Briefly known as PEP Talk before it became Market Musings, its intent was to complement the analytical side of various “day jobs”, which since 1981 have engaged me in the great game of buy low and sell high. As an adjunct to High Road ...More
Value Research, its foremost raison d’ệtre is to provide investors with a bit of attention to the cardinal question of “What time is it?” In addition to keeping tabs on the mood swings of Mr. Market, Musings has also been used to provide “industry pieces”, as well as to hold forth on various, momentarily fashionable ideas that affix themselves to the Spirit of the Age as it were ever thus.Musings returned from a nearly five year hiatus in late 2008, in part out of recognition that the madness of crowds seems to have gotten more so, and in part because the stakes are higher than ever. It is hoped that “ruminations on things that matter for thinking investors” will provide a bit of respite to those who find whatever equanimity they possess under assault by the tyranny of the urgent, chronological snobbery, and the ever growing deluge of malleable “facts” and infotainment masquerading as wisdom
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