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The August chain of thoughts Thought 1: The not-so-overvalued stock market Amidst the negative headlines around stock-market overvaluation it is productive to question “is it really?” History has shown that a significant amount of bond-yield-outstripping-earning-yield is needed for a major market correction to wreak havoc on investors’ portfolio. For instance in the 3 years leading… Continue reading Price Price Price


I will be buying one of those classy Harley-Davidson…no not the actual cruiser…the stock of course! Harley Davidson (HOG) – the maker of Harley-Davidson motorcycles is grossly misunderstood, undervalued, and underappreciated. Misunderstood Mr. Market misunderstood the key driver of the luxury motorcycle business. It is not the international-sales, emerging-market or non-white-but-woman-black-Latino-ethnicity-driven growth BUT it is… Continue reading ‘Murica