Chincarini Speaks about the Dow Jones High on CBS News

 
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An Indicator of Bubbles in the Housing Market

The housing bubble of 2008 was created by a crowd rushing into the housing market.  Some have argued that there was no way to determine whether there was a bubble in housing, yet in the Crisis of Crowding, a few simple measures are shown that help indicate that the housing market had become relatively very expensive by 2007. The measure is very simple.  It considers mortgage rates, housing...
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A New Book Review on the Crisis of Crowding

http://www.cfala.org/i4a/pages/index.cfm?pageID=4052#Crisis
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The So-So Returns of Losers in January 2013

In a previous blog, I wrote about the strategy of buying the previous year’s losers and selling the previous year’s winners.  So how did the strategy do in January 2013?  Not so well, but it didn’t hurt either.  The long-short return was 4.44%.  Two companies in the loser portfolio were gone by the end of January.  One was Theratechnologies (THER), which was delisted from...
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Don’t Blame Lance, Blame Yourself

Lance Armstrong is again a hot topic, given his confession to doping this week.  Many people say it doesn’t matter…he’s done.  I was never a big Lance Armstrong fan.  I never bought his bracelets and I never got into the hype.  And despite all his denials over the years, I always believed he was doping.  Cycling is a sport that is so loaded with doping that it’s hard to...
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