Tag Archive: all time highs

Jan 29

Entering Long KB Home ($KBH), NVR Inc ($NVR), Vulcan Materials ($VMC)

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“Investors in stocks these days are expecting far too much, and I’m going to explain why. That will inevitably set me to talking about the general stock market, a subject I’m usually unwilling to discuss. But I want to make one thing clear going in: Though I will be talking about the level of the …

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Jan 24

The Correction Roadmap

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We’re more than a couple of percent from the all time highs so the business media and anyone else with a timeframe or attention span shorter than my lunch break have gone into ‘markets in turmoil’ mode. Given the level of noise seems to be inversely correlated to the level of the S&P, it’s always …

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