Search found 35189 matches

by Valuethinker
Mon Sep 24, 2018 7:58 am
Forum: Investing - Help with Personal Investments
Topic: How much is too much in one stock?
Replies: 13
Views: 1338

Re: How much is too much in one stock?

...they now hold a 50/50 portfolio (the bond fund fills their IRAs). One third of their savings is still in seventeen stocks within the taxable account. What is the rest of the portfolio, the other 20% or so, invested in? Some of these stocks represent from 1% to 4.5% of savings. How much is too mu...
by Valuethinker
Mon Sep 24, 2018 7:52 am
Forum: Investing - Theory, News & General
Topic: Siegel: 'stocks are overvalued on a long-term basis, but bonds are enormously overvalued on a long-term basis'
Replies: 27
Views: 2010

Re: Siegel: 'stocks are overvalued on a long-term basis, but bonds are enormously overvalued on a long-term basis'

- The CAPE ratio might be permanently higher due to indexing lowering costs for investors (an interesting argument that I had not heard of before) ...interesting point. I thought that the potential effect of indexing on CAPE was the most interesting part of the piece because it's new for me... Heav...
by Valuethinker
Mon Sep 24, 2018 5:55 am
Forum: Investing - Theory, News & General
Topic: Best corporate long-term bond fund
Replies: 26
Views: 1955

Re: Best corporate long-term bond fund

Your OP (original post, original poster) does not make your situation clear. --Will you be a US citizen in Europe for a visit? --Will you be retiring to Europe? --Will you keep your US citizenship if you retire to Europe? --Will you surrender your US citizenship if you retire to Europe? Believe the...
by Valuethinker
Mon Sep 24, 2018 5:17 am
Forum: Investing - Help with Personal Investments
Topic: EU - Trouble finding an alternative to the VEA fund
Replies: 6
Views: 365

Re: EU - Trouble finding an alternative to the VEA fund

olk as it is specifically not US domiciled. Probably no use to you though, since I doubt that it is any more available in Europe than is VEA. PRIIPS and MiFID 2 really are a bit of a nuisance. Moreover they are nuisances without any apparent or visible compensating investor benefits. I wonder if th...
by Valuethinker
Mon Sep 24, 2018 5:14 am
Forum: Investing - Help with Personal Investments
Topic: Swiss Investor 3 Fund Portfolio
Replies: 6
Views: 465

Re: Swiss Investor 3 Fund Portfolio

Basically if capital gains is payable, you want Distribution funds (pay out all dividends and capital gains, periodically). Accumulation funds (the NAV of the fund increases so to realize capital you have to sell units) work in tax exempt accounts. (also Accumulation funds are a nightmare for capit...
by Valuethinker
Mon Sep 24, 2018 3:27 am
Forum: Personal Consumer Issues
Topic: Seattle and (Victoria OR Vancouver) next week.
Replies: 22
Views: 1015

Re: Seattle and (Victoria OR Vancouver) next week.

I would search on here for good past Seattle threads and tripadvisor. I'd do a coffee and brewery tour based on Yelp reviews. I find big cities fairly underwhelming (Victoria definitely more charming than Vancouver) so if it were me I would spend most of my time at Mt. Rainier or in Canada in the W...
by Valuethinker
Mon Sep 24, 2018 3:24 am
Forum: Personal Consumer Issues
Topic: Seattle and (Victoria OR Vancouver) next week.
Replies: 22
Views: 1015

Re: Seattle and (Victoria OR Vancouver) next week.

FYI - I retitled your thread to add parentheses around (Victoria OR Vancouver). If you work with software, the interpretation would instead be "(Seattle and Victoria) OR Vancouver". :) I don't want to push her beyond a few hundred feet elevation gain IN A DAY. Is this a limitation due to physical f...
by Valuethinker
Mon Sep 24, 2018 3:02 am
Forum: Investing - Help with Personal Investments
Topic: Fidelity: REIT funds
Replies: 8
Views: 939

Re: Fidelity: REIT funds

Hi, I always wanted about 20% of my investment in real estate. You can blame on my upbringing outside but I believe RE has a valid place in my invesment portfolio. I have looked at buying rental properties, notes, syndications, etc. The first 2 are too much work along with my job. I would rather sp...
by Valuethinker
Mon Sep 24, 2018 2:59 am
Forum: Investing - Help with Personal Investments
Topic: Swiss Investor 3 Fund Portfolio
Replies: 6
Views: 465

Re: Swiss Investor 3 Fund Portfolio

I am located in Switzerland and not sure how to implement a 3 fund ETF portfolio. In particular I am not sure how to calculate the asset allocation in combination with the pension. For those unfamiliar with the swiss system, we have a pension system that consists of 3 different parts: 1. AHV: Manda...
by Valuethinker
Mon Sep 24, 2018 2:50 am
Forum: Investing - Help with Personal Investments
Topic: How much is too much in one stock?
Replies: 13
Views: 1338

Re: How much is too much in one stock?

Hi All I just completed moving all of my in-laws funds from Wells Fargo to Vanguard. They are in their 80's with father in-law in cognitive decline. After re-working what I could without tax implications, they now hold a 50/50 portfolio (the bond fund fills their IRAs). One third of their savings i...
by Valuethinker
Sun Sep 23, 2018 12:14 pm
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2015

Re: Buying Put Options on the S&P 500

What about selling cash covered Puts on the S&P? You would get option premium up front. You would have to have cash, in the event someone exercised their option however. Since writing a Put has a theoretically unlimited loss, can you cash cover such an exposure? Isn't the only true hedge to hold th...
by Valuethinker
Sun Sep 23, 2018 12:11 pm
Forum: Investing - Theory, News & General
Topic: Would David Swensen's advice be different if he wrote his book in 2017?
Replies: 9
Views: 1762

Re: Would David Swensen's advice be different if he wrote his book in 2017?

We are now in a period of financial repression, and who knows if or when it will change. What are your thoughts? What do you mean by financial repression? It's a term used to characterize monetary policy since the Great Financial Crash, where interest rates were held below their "normal" level in a...
by Valuethinker
Sun Sep 23, 2018 8:23 am
Forum: Investing - Theory, News & General
Topic: What book by Keynes is Mr Bogle referring to here?
Replies: 12
Views: 852

Re: What book by Keynes is Mr Bogle referring to here?

A more general economics book, "What Would the Great Economists Do?: How Twelve Brilliant Minds Would Solve Today's Biggest Problems", by Linda Yeuh. https://www.amazon.com/What-Would-Great-Economists-Brilliant/dp/1250180538/ Rogoff also compares it to the Heilbroner book. "An extremely engaging su...
by Valuethinker
Sun Sep 23, 2018 8:23 am
Forum: Investing - Theory, News & General
Topic: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?
Replies: 70
Views: 3633

Re: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?

Interesting. I don't know what my place would rent for, but maybe something like $3500. Multiply that by 12 and that's $42K. Maybe the place is worth $700K, so that's 6%. I'd expect that to be double the long term appreciation rate, but obviously things vary, especially lately. If I could know a ho...
by Valuethinker
Sun Sep 23, 2018 7:41 am
Forum: Investing - Theory, News & General
Topic: What book by Keynes is Mr Bogle referring to here?
Replies: 12
Views: 852

Re: What book by Keynes is Mr Bogle referring to here?

https://www.maynardkeynes.org/keynes-the-speculator.html interesting stuff about JM Keynes as an investor-- he switched from being what we would call a macro speculator (or hedge fund) now to what we now know as Value Investing. And was highly successful. http://www.chrisleithner.ca/newsletter/2016-...
by Valuethinker
Sun Sep 23, 2018 7:34 am
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2015

Re: Buying Put Options on the S&P 500

epeterson1970 wrote:
Sat Sep 22, 2018 6:35 pm
What about selling cash covered Puts on the S&P? You would get option premium up front. You would have to have cash, in the event someone exercised their option however.
EDIT: my comment didn't make sense as I confused writing a naked Call (one should never do this) with writing a Put.
by Valuethinker
Sun Sep 23, 2018 7:33 am
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2015

Re: Buying Put Options on the S&P 500

I can't find the source but I recall reading back in the mid-nineties about the Getty Foundation losing $500M on portfolio insurance. The board of directors was convinced the market was about to dump and bought "insurance" which I assumed to be puts on the index. Things went against them. If it was...
by Valuethinker
Sun Sep 23, 2018 7:23 am
Forum: Investing - Theory, News & General
Topic: Corporate debt bubble?
Replies: 20
Views: 2302

Re: Corporate debt bubble?

> Govt "net debt" has increased from around 30% GDP to about 80% GDP What does this mean and what are the consequences I think that is net against financial assets governments hold. It gets really complicated, and you can skew the numbers to make whatever argument you want, if you start to include ...
by Valuethinker
Sun Sep 23, 2018 7:21 am
Forum: Investing - Theory, News & General
Topic: Corporate debt bubble?
Replies: 20
Views: 2302

Re: Corporate debt bubble?

Did bondholders get bailed out in ~2008 ? Who ate most of the losses from the crisis They did. At least the GM ones did not (c. 10 cents on the dollar). But bank bondholders did, generally. Ireland in particular. But also RBS, HBOS, Citi, AIG, FNMA & FMAC etc. Monte di Paschi di Sienna the latest e...
by Valuethinker
Sun Sep 23, 2018 7:12 am
Forum: Investing - Theory, News & General
Topic: What book by Keynes is Mr Bogle referring to here?
Replies: 12
Views: 852

Re: What book by Keynes is Mr Bogle referring to here?

Sir John Hicks wrote the best summary of Keynesian economics. "The Worldly Philosophers" by Robert Heilbroner is a good introduction as to how Keynes fits into the intellectual history of economics. Even those refuting Keynes use his terms and basic ideas. Thanks, these are useful references; I am ...
by Valuethinker
Sun Sep 23, 2018 5:25 am
Forum: Investing - Theory, News & General
Topic: What book by Keynes is Mr Bogle referring to here?
Replies: 12
Views: 852

Re: What book by Keynes is Mr Bogle referring to here?

Sir John Hicks wrote the best summary of Keynesian economics.

"The Worldly Philosophers" by Robert Heilbroner is a good introduction as to how Keynes fits into the intellectual history of economics.

Even those refuting Keynes use his terms and basic ideas.
by Valuethinker
Sat Sep 22, 2018 10:49 am
Forum: Investing - Theory, News & General
Topic: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?
Replies: 70
Views: 3633

Re: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?

1. Shiller goes to a lot of lengths to find like for like properties. The Herengracht (canal in Amsterdam) since 1630s. What Monnery additionally says is that if you don't update, the value of the property falls. 2. New York nearly went bust in 1976. Its recovery since then is sacre mirabile. Londo...
by Valuethinker
Sat Sep 22, 2018 10:20 am
Forum: Personal Finance (Not Investing)
Topic: Change Careers -- slower path to retirement
Replies: 6
Views: 1468

Re: Change Careers -- slower path to retirement

My current thinking is to build up savings at least 2-3 more years for extra security (considering time off work needed to get new degree and risk of finding new job), then consider taking the plunge. If anyone has done something similar, and has any words of warning or encouragement, I’d love to h...
by Valuethinker
Fri Sep 21, 2018 11:28 am
Forum: Investing - Theory, News & General
Topic: S&P sectors are changing
Replies: 8
Views: 648

Re: S&P sectors are changing

And yet it is a common misunderstanding. The financial press reported in 2017, when they decided to elevate REITs into their own sector, that changes in the sector percentages within in the S&P index were going to cause problems for S&P 500 index funds . The real question is why anybody would chang...
by Valuethinker
Fri Sep 21, 2018 11:15 am
Forum: Investing - Theory, News & General
Topic: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?
Replies: 70
Views: 3633

Re: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?

There will be exceptions of course but most houses from 1890 were torn down long ago or are pretty decrepit now. Well, then also Exxon's oil wells are not the same they were in the 80's... Which plays havoc with house price indices over long periods. There's a renewal expense in housing. Neil Monne...
by Valuethinker
Fri Sep 21, 2018 9:45 am
Forum: Investing - Theory, News & General
Topic: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?
Replies: 70
Views: 3633

Re: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?

I never did. Others mentioned REIT returns and I commented they underestimate total RE return, so we agree. Never mean to imply. It was just an aside on the thread that I tacked on at the end. As another aside, I have a hard time believing that established real estate properties have a return close...
by Valuethinker
Fri Sep 21, 2018 9:36 am
Forum: Investing - Theory, News & General
Topic: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?
Replies: 70
Views: 3633

Re: Are unleveraged real estate returns more comparable to stock market returns or just a notch above inflation?

There will be exceptions of course but most houses from 1890 were torn down long ago or are pretty decrepit now. Well, then also Exxon's oil wells are not the same they were in the 80's... Which plays havoc with house price indices over long periods. There's a renewal expense in housing. Neil Monne...
by Valuethinker
Fri Sep 21, 2018 9:14 am
Forum: Investing - Theory, News & General
Topic: Can predictions on currency depreciaction be any more accurate than those of the stock market?
Replies: 13
Views: 832

Re: Can predictions on currency depreciaction be any more accurate than those of the stock market?

In your shoes I'd worry more about Italy. The Italian government bond market will have a tipping point, that if crossed, leads to another crisis for the Eurozone. yes I don't own any Bpts (except perhaps in some structured products that I own in small amounts). Would such a Eurozone crisis be likel...
by Valuethinker
Thu Sep 20, 2018 10:23 am
Forum: Investing - Theory, News & General
Topic: Can predictions on currency depreciaction be any more accurate than those of the stock market?
Replies: 13
Views: 832

Re: Can predictions on currency depreciaction be any more accurate than those of the stock market?

I know that Bogleheads believe that the stock market is unpredictable, but I was wondering whether other forecasts, such as the one on currency depreciaction Dalio makes at about 12:15 (of the dollar likely losing about 30% in 2020) can be any more accurate? (If you are a non US investor, invested ...
by Valuethinker
Thu Sep 20, 2018 10:19 am
Forum: Investing - Theory, News & General
Topic: Can predictions on currency depreciaction be any more accurate than those of the stock market?
Replies: 13
Views: 832

Re: Can predictions on currency depreciaction be any more accurate than those of the stock market?

I've come across this video where Dalio speaks of the economy as of a machine, governed by law of cause and effect. https://www.youtube.com/watch?v=Nm0m62reFuY I know that Bogleheads believe that the stock market is unpredictable, but I was wondering whether other forecasts, such as the one on curr...
by Valuethinker
Thu Sep 20, 2018 9:56 am
Forum: Investing - Help with Personal Investments
Topic: Robo-advisor Scalable Capital Whitepaper
Replies: 3
Views: 311

Re: Robo-advisor Scalable Capital Whitepaper

Hi all, I'm wondering if anyone else read the Scalable Capital whitepaper ? There are some really interesting points IMO (especially because the marketing BS from the US robo-advisors annoys me; "Nobel-price winning technology" as if anyone is not starting with Markowitz): Value-at-Risk as a better...
by Valuethinker
Thu Sep 20, 2018 9:55 am
Forum: Investing - Theory, News & General
Topic: Commodities have never been cheaper - time to buy?
Replies: 46
Views: 4966

Re: Commodities have never been cheaper - time to buy?

Yes, I like commodities now. My portfolio looks something like this: 20% gold 15% crude oil (via long-dated futures) 15% emerging markets equities 10% non-US developed markets equities 25% long term bonds 15% cash The only thing missing from this portfolio is Emerging Market Debt in local currency....
by Valuethinker
Thu Sep 20, 2018 9:13 am
Forum: Investing - Theory, News & General
Topic: New [Vanguard] environmental, social, governance (ESG) ETFs
Replies: 25
Views: 1707

Re: New environmental, social, governance (ESG) funds

Vanguard launched two new environmental, social, and governance (ESG) funds on Tuesday. Vanguard ESG U.S. Stock ETF (ESGV) Vanguard ESG International Stock ETF (VSGX) filing announcement (6-27-18) https://pressroom.vanguard.com/news/Press-Release-Vanguard-Files-For-Two-New-ESG-ETFS-06272018.html Va...
by Valuethinker
Thu Sep 20, 2018 7:35 am
Forum: Investing - Theory, News & General
Topic: Other investment opportunities besides the stock market
Replies: 25
Views: 1879

Re: Other investment opportunities besides the stock market

As far as real estate, the closest I would want to get is the TIAA fund, although I’ve never bought it. In thinking about that fund, would it be completely impractical to offer a real estate state product with a constant NAV and the return varied on revenues and fluctuations in the property values?...
by Valuethinker
Thu Sep 20, 2018 7:22 am
Forum: Investing - Theory, News & General
Topic: Why is it so much cheaper to borrow money in Euros?
Replies: 19
Views: 2088

Re: Why is it so much cheaper to borrow money in Euros?

I cannot remember the exact nostrum, but it runs along the lines of: You can have: - free floating exchange rate - no currency controls - independent monetary policy You can have any 2 of those, but not all 3. We live in an era of "dirty floats" (free floating XR with periodic Central Bank intervent...
by Valuethinker
Thu Sep 20, 2018 7:20 am
Forum: Investing - Theory, News & General
Topic: Why is it so much cheaper to borrow money in Euros?
Replies: 19
Views: 2088

Re: Why is it so much cheaper to borrow money in Euros?

There are some opportunities in small countries where the local currency is pegged to the USD, in some cases for several decades. In such countries it sometimes happens that one can get a CD in local currency that pays you more, say, 4%, than the same bank charges you on a USD loan, say, 3%. This i...
by Valuethinker
Wed Sep 19, 2018 11:14 am
Forum: Investing - Theory, News & General
Topic: Other investment opportunities besides the stock market
Replies: 25
Views: 1879

Re: Other investment opportunities besides the stock market

Drought, also? Do the authorities close car washes when water supply gets tight? It's the opposite in California. Most car washes around me recycle their water and reuse each gallon of water for 4 to 5 washes. According to the article, the most efficient commercial washes use about 2.5 gallons per ...
by Valuethinker
Wed Sep 19, 2018 11:03 am
Forum: Investing - Theory, News & General
Topic: Other investment opportunities besides the stock market
Replies: 25
Views: 1879

Re: Other investment opportunities besides the stock market

I have lately received a few offers from people I know, to invest in their businesses such as gas stations or car wash and be a minority partner. The other offers include investing as a group to buy a hotel or buy homes for flipping or renting out. All my investments thus far have been in the stock...
by Valuethinker
Wed Sep 19, 2018 10:35 am
Forum: Investing - Theory, News & General
Topic: Other investment opportunities besides the stock market
Replies: 25
Views: 1879

Re: Other investment opportunities besides the stock market

Regarding your examples, I know from experience that gas stations have minimal profit margins. Not much investment to be made on the small mark up on gas/diesel and snacks. Car washes are no better. Equipment breakdowns, inclement weather and liability insurance chew away at profits quick. :beer Dr...
by Valuethinker
Wed Sep 19, 2018 7:22 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

In short, in real life situations that have a large element of risk, speculation, gambling, etc. one of the factors that enters into the question is "probability of ruin" (losing everything). That isn't a normal element for Boglehead-style investors, but it becomes an element if you start to combin...
by Valuethinker
Wed Sep 19, 2018 7:17 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

... You are, in effect, short volatility. They have more capital than you do, they are long volatility in effect Volatility can go both ways, so if the stock is volatile and has a big drop in value, I win. So I am not sure what you meant by that... Probability theory, gambler's ruin, St. Petersburg...
by Valuethinker
Wed Sep 19, 2018 6:55 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

Tilray in particular is extremely, extremely expensive to borrow now. Tilray especially has outsize fees for short sellers — those wishing to borrow the stock to short it were paying 450% to 600% Monday. How can that be right??? Apparently a typical basket of cannabis stocks overall would cost 20% ...
by Valuethinker
Wed Sep 19, 2018 5:52 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

If the share price goes up then you have to cover the loss in your account as per your margin agreement. Right. So this is the reason for the controversy following Elon Musk tweet that Tesla had secured funding for going private I guess(?) Short sellers were damaged when the price went up (even tho...
by Valuethinker
Wed Sep 19, 2018 5:48 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

Thank you for your detailed answer :-) After your explanation I understand more clearly the Keynes sentence you mention 'The market can remain irrational in pricing a lot longer than you can stay solvent.' which I had heard before but did not really know what to make of it. Believe it. If it were e...
by Valuethinker
Wed Sep 19, 2018 5:23 am
Forum: Personal Finance (Not Investing)
Topic: Student Loan Debt Repayment
Replies: 34
Views: 1415

Re: Student Loan Debt Repayment

As you can see , I currently have approximately $2,000/mo leftover after all bills are paid and retirement is funded. Should I double-up my student loan payments? I figure I could eliminate all of the student loans by the end of 2019 or Q1 2020 if I paid $4,200/mo towards them, which would then fre...
by Valuethinker
Wed Sep 19, 2018 5:14 am
Forum: Investing - Help with Personal Investments
Topic: Concerns over funding priority when investing with debt
Replies: 42
Views: 2025

Re: Concerns over funding priority when investing with debt

I've been following the below bogleheads wiki guidance to prioritize investments for several years now. However, recently several factors including the ratio of my current debt to investment portfolio, the stock market condition and the tax reform motivate me to reconsider whether I should prioriti...
by Valuethinker
Wed Sep 19, 2018 5:05 am
Forum: Investing - Help with Personal Investments
Topic: What can go wrong in shorting Tilray, and can EU investors short it (and how?)
Replies: 29
Views: 1248

Re: What can go wrong in shorting Tilray, and can EU investors short it (and how?)

I have read about the cannabis stock Tilray, which has 28M$ in sales and a market cap of over 14B$; its price has gone up fivefold in six months and I've seen that even people who bought it 6 months ago are now shorting it. With this market cap at 500 times sales the valuations seems absurd. So I t...
by Valuethinker
Wed Sep 19, 2018 4:20 am
Forum: Personal Finance (Not Investing)
Topic: Which mortgage would you prepay?
Replies: 12
Views: 1047

Re: Which mortgage would you prepay?

However, after plugging it into an amortization calculator, it appears I would save more in interest I paid $80k towards mortgage 2 (probably because the balance is higher and the time to anticipated pay-off is longer) instead of mortgage 1. However, I also have to factor in that prepaying mortgage...
by Valuethinker
Wed Sep 19, 2018 4:02 am
Forum: Investing - Theory, News & General
Topic: Are TIPS yields good yet?
Replies: 15
Views: 1449

Re: Are TIPS yields good yet?

5 year at 0.93%, up from 0.79% just two weeks ago. Curve very flat (30 year at 1.05%), is 5 year TIPS considered a good buy now by experts here? Also what does that imply about I-bond fixed rate in November? You cannot time these things. It's a lot worse than it was up to 2009 ish. It's a lot bette...
by Valuethinker
Wed Sep 19, 2018 4:01 am
Forum: Investing - Theory, News & General
Topic: Corporate debt bubble?
Replies: 20
Views: 2302

Re: Corporate debt bubble?

Hello, Recently, there was an article in USA Today about corporate debt, being the new bubble/bust. I just wonder about the soundness of balance sheets out there. Possible dividend and buyback cuts? Opinions? Random walker.......I need that Warren Buffett bikini analogy!! Yes. But the timing is unk...