Berk's Blog - ValueAligned Partners

Dumb Money Back to Confident and Fear Missing Out

Date25 Jun 2019

Be careful out there. Risk is rising as the DUMB money is on the loose. Jason Goepfert’s blog, Sentimentrader.com, keeps you up to date on...

Lemmings Take the Plunge Even as Stocks Make New Highs

Date25 Jun 2019

Investors escape from stock funds in favor of bond funds this past spring. “More than $38 billion of investor assets flowed out of equity long-term...

Real Yields versus Yield Curve Slope

Date25 Jun 2019

The investment world is fixated on China trade wars a.k.a. tariffs, rapidly declining interest rates, sky-high stock prices, inverted yield curves, negative interest rates and...

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW

Date23 Oct 2018

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW Based on today’s Census Bureau report on April retail sales, consumer spending at...

The Latest Giant Sucking Sound – US Stops Subsidizing Global Growth

Date27 Aug 2018

The US stock market outperforms the rest of the world as the US begins removing subsidies. Forever, it seems, our macroeconomists and high-level policy...

The Flood of Money Into Passive ETFs, Mutual Funds Has Slowed

Date24 Aug 2018

Lifetime returns are mostly about investor behavior. Save while you are working, invest in stocks of great companies and don’t sell in a panic or...

TRUCKS KEEP ON HAULING MORE AND MORE STUFF

Date23 Aug 2018

US Trucks Hauled Almost +8% More Tonnage in the Last Year The nations’ extensive fleet of trucks has hauled almost 8% more tonnage...

Dr. Ed’s Blog: High Noise-to-Signal Ratio In Stock Market

Date11 May 2018

THANKS TO TAX CUTS High Noise-to-Signal Ratio In Stock MarketThe 10-year US Treasury bond yield edged up above 3.00% yesterday. This widely feared level didn’t...

Berk’s Blog

Dumb Money Back to Confident and Fear Missing Out

Lemmings Take the Plunge Even as Stocks Make New Highs

Real Yields versus Yield Curve Slope

EATING OUT EXCEEDS EATING IN FOR THE THIRD MONTH IN A ROW

The Latest Giant Sucking Sound – US Stops Subsidizing Global Growth

The Flood of Money Into Passive ETFs, Mutual Funds Has Slowed

TRUCKS KEEP ON HAULING MORE AND MORE STUFF

Dr. Ed’s Blog: High Noise-to-Signal Ratio In Stock Market

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