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- Jungle Ethics Financialism vs. Free Market Capitalism
- Tom Armistead submits: Proposals for adequate regulation and enforcement in the financial markets often run into objections from advocates of free-market capitalism. Like any discussion that involves “isms,” a lot of confusion and hard feelings can be generated by a failure to examine the assumptions and preconceptions that cluster around...
- External links 2009-06-08
- Options Strategy: Diagonal Spreads
- Tom Armistead submits: I have had good results so far this year with long diagonal call spreads, which have been attractive due to high volatility, and profitable because the market has rallied strongly off the March lows. This strategy is less attractive right now because volatility has been declining and...
- External links 2009-05-15
- S&P 500: Which Earnings Are Most Relevant to Its Performance?
- Tom Armistead submits: NIPA Corporate Profits may be a better yardstick for measuring the level of the S&P 500 index than the actual GAAP earnings of the companies involved. NIPA stands for National Income and Product Accounts, one of which is Corporate Profits. The US Bureau of Economic Analysis –...
- External links 2009-07-17
- Regulatory Reform: The Political Calculus
- Tom Armistead submits: Obama's address to Wall Street was poorly received – a smattering of applause for the announcement of the CFPA, but otherwise a deafening silence, followed afterward by commentary that sees little probability of meaningful reform of financial regulation. Most denizens of Wall Street have missed the point....
- External links 2009-09-17
- Homebuilders Options Strategy - A Smart Way to Wait for Recovery
- Tom Armistead submits: For several years I have been buying and/or holding Homebuilders at prices of less than 1 X tangible book, under the theory that over the long term they can be sold for at least 1.5 X tangible book. The long-awaited housing recovery remains just that – long...
- External links 2008-12-22
- Assessing Equities' Valuation Based on GDP
- Tom Armistead submits: In order to determine market valuation level, I use a ratio between the S&P and GDP. Working with quarterly data from 1990 to the present, I compute a ratio, assume it is log-normally distributed, and express it as a percentile, from 0 to 100. My thinking is...
- External links 2008-11-23
- Why Geithner's Plan Will Work
- Tom Armistead submits: Geithner's plan will work because it fixes what is wrong. The pundits and talking heads wasted a lot of everybody's time in personal attacks, citing lack of detail and vagueness and inferring a lack of decisiveness, rather than taking the time to read the fact sheet and...
- External links 2009-02-12
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