Articles by Paul Blinn

The extraordinary bounce in the US market has not gone unnoticed. Perhaps not appreciated are the spots that are bouncing the most. After a sharp selloff in the fall, culminating with the collapse in December, by some measures semiconductors stocks are now at their richest valuation versus the market. First, a look at what might have been, and may well be, the state of fundamentals for those with a valuation framework. […]

Divining the Future Price of Oil Much effort is put into forecasting the future price of oil. Of course, this forecast is both a function of production and exploration, but also driven from the demand […]

Just How Safe is Health Insurance The Health sector is typically viewed as safe spot for investing. Within the sector, insurance often seems even safer, less susceptible to the vicissitudes of new drug discovery or […]

Strength in Emerging Markets and the Favored Trade For much of last year, infatuation with the so-called FANG stocks and their fate, seemed to guide market action. Valuations approaching a trillion dollars and individual weights […]

Searching for Value in Front of a Recession (or not) Those looking for signals of the next recession might just want to look at the stock market instead. Whether a self-fulfilling prophecy or even a […]