Skip to content
Archive of entries posted on 15th September 2011

When governments interfere, and when they don’t.

Value investing says you buy stocks with good earnings and good prospects. That was the good old days — before big, bad interfering government. Increasingly, there are whole industries to avoid (or short) because of idiotic government interfence, including wind, solar, housing and banking. But there are some to benefit — mortgage REITs and gold. […]