Jeremy Grantham; Buy What He is Selling… [w/ edit]

The bubble is “intellectually exciting and terrifying at the same time” [edit] Based on an email response I should clarify. All I am asking anyone to “buy” from Jeremy is his grounded view about bubbles, risk management and psychology based on his experience.  I have my indicators by which I think I can view the coming of the end. I “think” I can. But that … Continue reading Jeremy Grantham; Buy What He is Selling… [w/ edit]

What Expiring Bubbles Look Like [w/ edit]

The Nasdaq bubble popped in 2000 after motoring upward on increasing volume in two separate phases. Volume rammed upward and RSI diverged. Like shootin’ fish in a barrel it was, except that at the time I was too inexperienced to see it. It was a steep slope and blow out. The 2006 bubble in copper made a consolidation and a steep slope and blow out … Continue reading What Expiring Bubbles Look Like [w/ edit]

Barometers to the Everything Bubble

Anthony Sanders has one of his short and entertaining posts (the Fed is a 97 lb. weakling, you know) about the Everything Bubble (@Biiwii)… Mother Of All Bubbles (MOAB) And Endless Monetary Stimulus When you see a chart like this you (well I, anyway) have trouble with all that conventional analysis out there about the stock market like P/E ratios, P/S ratios and forward expectations due … Continue reading Barometers to the Everything Bubble