by Erik Kobayashi-Solomon | Sep 15, 2015 | Commentary, Uncategorized
Common wisdom holds that Federal Reserve policy makes a big difference to equity investors–the Fed represents, many believe, the ultimate market traffic light. If the Fed raises short-term rates, the signal turns red…
by Erik Kobayashi-Solomon | Sep 5, 2015 | Commentary, Uncategorized
I saw this question on the public discussion forum Quora and thought that the other answers were really off-base. The person asking this question was probably thinking about the bursting…
by Erik Kobayashi-Solomon | Sep 1, 2015 | Commentary, Uncategorized
Just as the market downdraft was starting a week and a half ago, a Twitter follower sent me a dire warning: stocks were going lower and if I didn’t get…
by Erik Kobayashi-Solomon | Aug 29, 2015 | Commentary, Uncategorized
Back in February of this year, I published an article based on research done by a colleague of mine — Joe Cornell, CFA, founder of Spinoff Advisors and author of…
by Erik Kobayashi-Solomon | Aug 24, 2015 | Commentary, Uncategorized
In the same way that you are more likely to see Golden Arches when you are hungry, the further the Dow falls, the more likely you are to remember that…
by Erik Kobayashi-Solomon | Aug 18, 2015 | Commentary, Uncategorized
A reader sent me the link to an article claiming that National Oilwell Varco (NOV) was overvalued by thirty percent, and asked me what I thought. The article was one…
