Enduring Insights
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Volatility and Oil Markets
Michael Ashton – July 28, 2009
There are very clear reasons for the recent rise in energy market volatility. Hint: they don't have anything to do with those nasty speculators. Read more »
If Housing Has Bottomed, Look Out Above
Michael Ashton – July 23, 2009
There are some signs that the bust in home prices may have nearly run its natural course, and that the unnatural Fed actions are therefore no longer necessary and perhaps dangerous. Read more »
Four Bad Bears
Enduring Investments – July 23, 2009
Nothing bothers me more than sloppy equity market charts. The US Equity market has a veritable plethora of data available (unlike CPI options) so there really is no excuse for slopping thinking. In fact you can generally tell the bull/bear bias of the poster by looking at what they leave out. Read more »
Freeconomics? Part Deux
Enduring Investments – July 22, 2009
When we last left off, I was trying to determine what possible reason a company could have for implementing R&D for technological improvement when the product (TVs) they are making is being given away for free. Read more »
The Problem With Twits
Michael Ashton – July 20, 2009
The difference between a one-off price change and inflation - and how Twits don't see the difference. Read more »
Subsidize Me
Enduring Investments – July 16, 2009
It seems our government loves handing out money (I do not like the phrase like a drunken sailor since drunken sailors tend to spend their own money), here is the case for my handout. Read more »