December 2011 – Page 4 – Smarter Investing

Risk On / Risk Off and the Economics of Moneyball

Risk on, risk off. No four words could better describe the frustrating year that was 2011.

Strategies

Risk On / Risk Off and the Economics of Moneyball

Ignoring conventional wisdom and embracing volatility

Trying to trade in and out of the broad market is not something I seek to do. I’ll leave that for folks who think they are smarter than the market.

Strategies

Ignoring conventional wisdom and embracing volatility

Here's how we're hedging for downside protection in this market.

Strategies

Committed bulls: Comfortably dumb?

Have your dividends and your capital gains too

How to hedge the economic risks of a stock with other stocks from different sectors.

Strategies

Have your dividends and your capital gains too

Please render unto drinkers the Miller Lite which is theirs, unto smokers the Malboro that is theirs, and unto us, the shareholder value that is ours.

Strategies

Mr. Altria, where’s our Miller Lite?

Schizophrenic bond vigilantes and other market tales

Sometimes it is really hard to believe that Wall Street is run by serious, highly-educated professionals.

Strategies