The Bear's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/104895/comments http://seekingalpha.com/article/88495-financial-sector-has-seven-of-ten-best-days-during-2008?source=feed#comment-220070 220070 Fri, 01 Aug 2008 09:40:58 -0400 http://seekingalpha.com/article/81808-apple-my-q3-earnings-estimates?source=feed#comment-187962 187962 Wed, 18 Jun 2008 16:57:52 -0400 http://seekingalpha.com/article/81599-gold-stocks-and-stagflation?source=feed#comment-187291 187291 Tue, 17 Jun 2008 16:52:24 -0400 http://seekingalpha.com/article/77473-a-conversation-with-nobel-laureate-william-f-sharpe?source=feed#comment-168567 168567
"How can you possibly do your asset allocation without looking at the market values of the asset classes out there today?"

The obvious next question is how do you value the individual asset classes? Historical P/E's, moving averages, against average earnings? How do you account for seismic shifts in major fundamentals as opposed to speculation?]]> Fri, 16 May 2008 02:03:19 -0400
"How can you possibly do your asset allocation without looking at the market values of the asset classes out there today?"

The obvious next question is how do you value the individual asset classes? Historical P/E's, moving averages, against average earnings? How do you account for seismic shifts in major fundamentals as opposed to speculation?]]> http://seekingalpha.com/article/76481-the-humble-arithmetic-of-portfolio-management?source=feed#comment-164656 164656 Fri, 09 May 2008 06:23:09 -0400