March 27, 2017

Smoking Crack

Let’s just go straight to the quote and then download shall we? —- “If bond markets are smoking weed, then the stock market appears to be hooked on crack.” —- Link to Download Six Impossible Things Before Breakfast Website https://www.gmo.com
March 26, 2017

The Incredible Shrinkage

I auto-email anything by Mauboussin. Chart then download: —- —- Link to Download The Incredible Shrinking Universe of Stocks The Causes and Consequences of Fewer U.S. Equities Website http://www.credit-suisse.com
March 23, 2017

So Popular

61 page history piece from Bridgewater… Chart then download: —- —- Link to Download Populism: The Phenomenon Website https://www.bridgewater.com/
March 21, 2017

CEE

Y’all know I like Eastern and Central European stocks.  A friend sent in this PPT from a firm I’ve not hear of, but some nice graphics… Chart then downloads: —- —- Link to Download WHY CENTRAL EASTERN EUROPE(CEE)? THE RATIONALE […]
March 16, 2017

CAPE ratio and Target Date Decisions

Twofer from GMO. Chart then downloads: —- —- Link to Download The What-Why-When-How Guide to Owning Emerging Country Debt: 2017 Edition Target Date Decisions, Decisions…Getting the Biggest Bang for the Buck Website https://www.gmo.com/
March 14, 2017

RIDICULOUSNESS

I haven’t read much worth sending out the last few weeks.  As a reminder to new subs, I’ll send you a $100 credit if you email in a research piece that we end up using in an email.  Just type […]
March 1, 2017

Green Book

My favorite read each month is the Green Book from Leuthold.  They let me send out a free issue since Doug was on the podcast this week (worth a listen as well). Chart then download: —- —- Link to Download Green book  […]
February 26, 2017

#1 Read of the Year (Slide Deck)

Not sure if Credit Suisse will publish their full edition of the GIRY online or not (my #1 read of the year).  But it looks like lots of ideas are included in this slide pack, so enjoy!! Chart then download: […]
February 21, 2017

#1 Read of the Year

Ok it looks like Credit Suisse published the summary edition of the GIRY (my #1 read of the year) first.  If you find the full edition online before I do let me know…and if you’ve never read it, go and […]
February 17, 2017

Expected Returns

Nice piece from AQR on how they construct their capital market expected returns. Chart then download: —- —- Downloads Capital Market Assumptions for Major Asset Classes Website https://www.aqr.com/
February 15, 2017

FINANCIAL MARKET HISTORY

Some nice free resources from the CFA.  I’ve included a couple fun PDF downloads as well as a link to FAJ (last year free now). Chart then downloads: —- —- Downloads Financial Market History The Industrial Organization of the Global […]
February 12, 2017

Factors are not Commodities

This is from a new-ish writer and now blogger on the OSAM team.  He’s been cranking out some great research.  Below on thinking about factors… Chart then download: —- —- Downloads Factors are not Commodities Website http://www.osam.com/
February 9, 2017

A Smoother Path to Outperformance with Multi-Factor Smart Beta Investing

I promise I don’t just auto email out work from Research Affiliates…they just have been cranking out some great work lately, and they always have great graphics. Chart then download: —- —- Downloads A Smoother Path to Outperformance with Multi-Factor […]
February 8, 2017

Scary Charts

I’ve seen the first chart various places (NDR, etc) and it details the median price/sales for the S&P 500 members.  You can argue perhaps why it is this way, but you can’t argue that it is at an all time […]
January 30, 2017

Man Jewelry and Felons

Really fun from the Stansberry conference I spoke at last fall with Carlo Cannell.  We also featured Carlo in my recent book Invest with the House....one of the more unique managers out there. Enjoy! Video Link