Tag Archives: yge

Big New Article on Seeking Alpha

In retrospect perhaps I should have broken this long article up into several new ones. In it I comment on the prospects for solar stocks, gold, Goldman Sachs, Lorillard, Ambic, and GM senior debt. In particular, I comment on what the election of Barack Obama and a larger Democratic majority in Congress means for several investments.

One theme in this article touches on that I hope to explore further is that I believe equity markets are systematically underestimating inflation volatility.