Fundamental securities analysis will be advantageous for investors in the wake of the Crash of 2008. (See: Finding investment opportunity in the post stock-buyback era.) By “fundamental securities analysis”, I don’t mean just financial statement analysis as in Graham and Dodd, but rather a combination of such techniques with data mining for relevant facts, using […]

Where will investment opportunities be found in the post stock-buyback era? Let’s first consider the implications of the demise of stock buybacks: […]

The Crash of 2008 was the end to what I call, “the old capital markets”. A new era is beginning, but form and detail are hidden in the mists of change. It may be a decade or so before new structures and directions are visible. But before getting into the unpleasant chore […]