October 19, 2018 — Headlines today note a further slowdown in China’s growth.
Category Archives: investing
Bogle, Bubbles & the February Market Correction
March 3, 2018 — I am honored that John Bogle has commented on my recent column, ”The February Stock Market Correction.” In it I repeated my claim that 2017 saw a “bubble” in the #VIX – i.e., a market perception of low risk in US stocks that was unjustified by fundamentals – and I added that the bubble had burst in February. Bogle of course is the genius who made low-cost index #mutualfunds widely available. His comment & my reply are at Barron’s: “Bogle on Bubbles.”.
The February Stock Market Correction
February 25, 2018 –– Much has been written about the stock market correction in the time since the US market peaked on January 26 and abruptly fell 10 % (as of February 8, followed by a partial bounce-back). Some of what is said is useful, some is not. Three pronouncements concern advice to investors, the role of machines, and the connection to the real economy.
Is it time to sell?