I came across a terrific article I wanted to share with you by the asset manager GMO on how extreme the opportunity in value is versus growth.  I’m going to share some of the most important commentaries.   “The performance of Value from 2007 to 2019 was, to put it mildly, uninspiring. This was not...
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The last decade has been a strong one for U.S. equities and bonds.  One primary driver of that performance were low starting valuations, stemming from the Great Recession, which had just ended in 2009.  This was the opposite of the scenario that led to the lost decade preceding it.  I believe many market participants are...
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Cisco is using some of their foreign cash to acquire the Digital TV software maker NDS for $5 Billion.  They are using the foreign cash to avoid paying taxes on repatriating that money back to the U.S.. I sure hope that this is a business that Cisco is committed to operating in.  I’ve long been...
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