Business Insider’s Interview With Robert Shiller

I apologize for the Robert Shiller overload lately but he has done a number of recent interviews and has some interesting things to say. In my opinion, he nails the long-term macro scenarios better than most. The best quote from the interview: Maybe this is my hubris, but I imagine I could make a lot [...]

Weekend Reading

Links for the Week ending Jan-30, 2011 I didn’t do a links post last weekend so what follows are some of the best reads from the past two weeks. Investing with the Herd (NYT) Apple’s `Underdog’ Analysts Outperform Wall Street (Bloomberg) U.S. Stocks Near ‘Significant’ Top (Business Week) LOWRY’S: NO MAJOR TOP FORMING (Prag Cap) [...]

Robert Shiller: Stocks are Overpriced

A couple of interesting things this week from Robert Shiller. First, in an interview with The Browser he discusses how human psychology drives capitalism and its contributions to the financial crisis. Robert Shiller on Human Traits Essential to Capitalism. In the interview he recommends five books on the topic. They are: Adam Smith: The Theory [...]

Sentiment Update: Individual Investor Sentiment Drops

The NAAIM (active money managers) survey for this week showed an increase of 5.4% in bullish sentiment while the AAII (individual investors) survey showed large decrease of 8.7%. This week,

Are Corporate Tax Cuts Needed?

With President Obama suggesting in his Tuesday’s State of the Union address the possibility of a corporate tax cut I was left wondering; is it needed and will it help. First, let me state that I believe the federal burden in this county is too high. Serious structural changes need to be made to correct [...]