jswede

What Corporate Yield Spreads Are Telling Us About Equities

"Good trade would be short the treasuries and long the BBB rated corporate bonds."

you'll have plenty of bankruptcies in BBB though.... though there are good names in there...

Wake Up America, You’re Sinking

glad to see there are people like Jason out there to take the other side of profitable trades... clueless.

Investing's Holy Grail: More Return, Less Risk

Reminds me of John Dorfman's Robot Portfolio:

1) In Jan, buy the 10 lowest P/E (perhaps subs. lowest P/FCF here) US companies with >$500mm mrkt cap, pos earnings, equity-debt > 0.

2) Forget about them.

3) Revisit in 1yr.

Though the Robot Portfolio trailed the S&P by 3% in 2007, it beat it the previous 7yrs it was run --to the tune of 34% annual return, vs the S&Ps 4.6%.

Stocks vs. Bonds: A Surprising Result

I think author means to convey that he'd have thought he'd get a lot more return for taking on stocks' inherent volatility.

[Difference in return] "isn't that much" is relative. To you guys, with 40 year horizons, it's a ton. For the investor that went long SPX in 2000 and is still negative, it's nothing.

God Told Me The Market Will Crash Soon - Pat Robertson

and boy has he made a lot of money from his followers by being "the face".... "blindly believing" or "crazy like a fox"?