This blog post originally appeared on RealMoney Silver on March 18 at 7:36 a.m. EDT.From my perch, the American International Group ( AIG) bonus outcry and today's House Capital Markets Subcommittee hearings are simply a sideshow to the main event -- namely that we have likely seen a significant and maybe even a generational low in the U.S. stock market. How to seek alpha in a bull market was the message I tried to communicate on CNBC's "The Kudlow Report" last night. I continue to view the March 5 low as the "Nouriel Roubini stock market bottom," the day the grizzly NYU Professor pronounced a 600 or lower S&P 500 price objective during his worldwide lecture tour.
Know What You Own: AIG operates in the property and casualty insurance industry, and some of the other stocks in its field include Berkshire Hathaway (BRK.A), Travelers (TRV), Chubb (CB), Ace (ACE) and Allstate (ALL). For more on the value of knowing what you own, visit TheStreet.com's Investing A-to-Z section.