Comments on The Average Joe Investor: Time to Rethink Stocks?

I just read a couple of great articles on valuatio...

2008-05-01T10:48:00.000-07:00

I just read a couple of great articles on valuation: one at moderngraham.com where graham re-evaluates a handful of stocks to show how their current valuation is seriously undervalued by the market. The other is at Fisher Investments Blog and also discusses the oncoming of a major bull market and how now is the time to be in stocks while this minor correction is going on.

I don't think we're looking at the end of stocks -...

2008-04-15T15:42:00.000-07:00

I don't think we're looking at the end of stocks - or even at the end of 15% returns. In fact, there are plenty bloggers out there that are still pretty bullish. I found an interesting list of articles about this at http://fisher-investments.typepad.com to check out some interesting articles that are less gloomy about the economy. Basically, I think we're just hitting a blip on a long bull cycle, but I could be wrong.

I wonder if this study took into account the ease ...

2008-03-10T20:47:00.000-07:00

I wonder if this study took into account the ease by which capital could be mobilized for the stock market. It seems that today's stock markets are fundamentally different than the last twenty years, if only because they are more democratized. The access to the stock market in terms of data and in terms of exposure to individual investors is far greater than in previous years. Further, the number of gov't approved accounts (IRA, 401k) that have pushed money into the markets might have something to do with these relatively higher valuation figures.