Author Archives: John Coumarianos

YTD returns

If you have cash, it may not be time to write the check yet. But it may be time to start looking for the pen…..

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Jim Grant on CNBC: We’re in a recession and the Fed has encouraged the mispricing of risk

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Two investors discuss opportunities in high yield bonds

It doesn’t get much better than this for value hounds — two great value investors talking about potential opportunities in high yield bonds. GMO’s Ben Inker and FPA Crescent’s Steve Romick give their opinions below. Click on the graphics of … Continue reading

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Good Morningstar video on market valuation

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Weekend reads

Henry Allen on New Hampshire Jeff Sommer on Vanguard and transfer pricing Gretchen Morgenson, Fine bankers, not shareholders, for bank shenanigans Neil Irwin, What could cause a recession Jesse Felder, Mind these gaps Sabrina Willmer and Tom Moroney, The secretive … Continue reading

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Cartoon of the day

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Latest MarketWatch piece: The problem is earnings

Click on the pic below to read the piece.

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Latest MarketWatch piece: handicapping the next debacle

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Monday reads

Scary pension math Dividends matter Meaning of stock declines Why pessimism sounds smart Volatility clusters Handling a bear

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Hedonic adjustment

Middle class people are really better off because they can afford more iPhone today than they could 5 years ago? Are you kidding me?

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