Tag: gman 507

TSLA Valuation Blues

Predicting the future is hard enough as it is, but if you’re doing it for a well-established, large company, then your task is significantly easier. The past will be a fairly decent predictor of the future (except when it’s not).…

De Fault of the Government

Apologies for the bad pun above, but there’s a lot of talk about default, and the uncertainty has made investors sell off short-term Treasuries. From this week’s Wall Street Journal: Banks are dumping short-term government debt, usually one of the…

Having Trouble With Your Forecasts?

You are not alone. This week’s Wall Street Journal has an article on how analysts “sober up,” and bring their optimism down a notch as the actual earnings announcements from companies come due. In each quarterly earnings announcement and the associated conference…