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  • Asset Class Correlations [View article]
    the only problem is that correlations are not static and so if you try and build a portfolio based on "asset class correlation" you might find yourself of mark real quick
    Jul 22 08:48 am |Rating: +1 0 |Link to Comment
  • Tech Sector Valuation Back To Historical Lows [View article]
    Agreed. Looking at the last 13-15 years is hardly "historical". This idea that because the PE ratios are at the same levels as in 1995, the stocks must be undervalued is just plain wrong. What about the other variables? Are they the same as 1995? Uggghhhh
    Feb 08 16:52 pm |Rating: 0 0 |Link to Comment
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