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John Hussman: Overlooking Overvaluation [View article]

Have a look at his returns versus the AGG over any rolling or absolute return. Not pretty.
Nov 30 08:33 AM | 1 Like |Link to Comment
Is Apple the 'Short of the Century'? [View article]

Remember, if Clem Chambers gets this right, he becomes a "guru." If not, then he's no better or worse than he is now which is nothing.
Feb 20 08:32 PM | 3 Likes |Link to Comment
Is Apple the 'Short of the Century'? [View article]

Back out the cash and AAPL is trading inline with the rest of the mega-cap universe. But growing 3 times as fast.
Feb 20 08:30 PM | 2 Likes |Link to Comment

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