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Are equities overvalued?

Dear Travis, Yes, I know, your answer – or your question to my question – is which equities? But there has been no shortage of commentary by some fairly astute people – Robert Shiller, for example, who has won this year’s Nobel Prize in Economics – stating in no uncertain terms that U.S. equities are […]

Recent Author Comments

On Friday File: Altius, Disney, REITs and More
I was interested to read last week that, even as Larry Summers, Christine Lagarde, the World Bank, et. al. were urging the Fed not to raise interest rates for fear of sparking an emerging markets panic, several emerging markets finance ministers (Indonesia[...]
On March Idea of the Month: Back to Baby Berkshire?
Actually, it's Bon anniversaire. Anniversaire is masculine.[...]
On Brazilian Burgers, Mongolian Real Estate, Africa and Ligand
I like AROFF. Years ago I worked in South Africa with Francis Daniels, who is the Africa Opportunity Fund's Chief Investment Officer. Francis, a U.S.- and U.K.-educated Ghanaian, is fiercely intelligent, market-savvy, and possessed of high integrity. It's [...]

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