Saturday, November 29, 2008

Portfolio Update November 2008

Portfolio YTD Return : -9.95%

Thursday, November 20, 2008

Ignore the StockMarket Till February (The Wall Street Journal Europe, 20 Nov 2008, Page 15)

Ignore the StockMarket Till February
By Andy Kessler
The Wall Street Journal Europe
20 Nov 2008

Down in the morning, up in the afternoon. Or is it the other way around? The schizophrenic stock market is tough to read. In the last year, the Dow Jones Industrial Average has briefly been over 13000 and below 8000, and the past month feels like more...

Thursday, November 13, 2008

Is Now the Time to Buy Stocks? (The Wall Street Journal Asia, 13 Nov 2008, Page 16)

Is Now the Time to Buy Stocks?
By John H. Cochrane
The Wall Street Journal Asia
13 Nov 2008

The markets are chaotic. The S&P 500 is down 34% for the year, and 17% in October alone. Volatility, which measures how much stocks move unexpectedly in a year, is even more dramatic. It’s usually around 15%, but daily volatility in October was 75% more...
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