December 30, 2018 –– I realize that compiling a list of one’s own past forecasts is self-indulgent. But perhaps there are readers who will indulge me too, as I run through six predictions that – it seems to me – were mostly proven right this past year.
March 3, 2018 — I am honored that John Bogle has commented on my recent column, ”The February Stock Market Correction.” In it I repeated my claim that 2017 saw a “bubble” in the #VIX – i.e., a market perception of low risk in US stocks that was unjustified by fundamentals – and I added that the bubble had burst in February. Bogle of course is the genius who made low-cost index #mutualfunds widely available. His comment & my reply are at Barron’s: “Bogle on Bubbles.”.