November 23, 2016

ERPS

This might but a little too academic or wonky for many, but a fun skim for me… A table then download… —- —- Download Equity Risk Premium Website https://www.nbim.no/en/transparency/discussion-notes/2016/the-equity-risk-premium/
November 22, 2016

A Walk in the Woods

A fun read on Jim Simons.  (Once I randomly passed him walking in the woods a few years ago at a wedding…) Anyways, I’m also including an unrelated video that has one of my favorite quotes of all time near […]
November 21, 2016

$6,500 in Research

You’re going to need a full day to catch up on all of these great presentations, slides and papers.  It’s worth it though – attendees pay $6,000 to listen to these presentations in person! It’s pretty nerd heavy, but with […]
November 18, 2016

Invest now or temporarily hold your cash?

I get asked this question a lot – “Should I invest my portfolio cash immediately or spread it out over time?” I always answer the former, but totally get the latter if it helps minimize hindsight regret. Vanguard weighs in […]
November 16, 2016

Down 80%

Back on Oct 14, 2013 we ran an issue of the Idea Farm where we featured a research piece by forensic accounting buddy John Del Vecchio. I asked him a simple question – “What is the worst stock you track?” […]
November 8, 2016

Hellish Choices

No, I’m not talking about the US election today, but rather the new piece from GMO! It’s good so don’t skip. Two charts then download… —- —- Download Hellish Choices Website https://www.gmo.com/
November 6, 2016

Emerging Trends in Real Estate 2017

If you like real estate investing this monster 100 pager is for you. Chart then download… —- —- Download Emerging Trends in Real Estate Website Home
November 4, 2016

Chart Friday

Don’t forget today is the last day to download all my ebooks for free on Amazon…don’t miss out! Today we’re including just a few charts. The first chart from our friends at Leuthold demonstrates a common theme we’ve been discussing the past […]
November 4, 2016

CAP Updates Revisited

We’ve had a lot of new subscribers sign up in the past few weeks so I thought I would re-send this email from the end of September with global stock market valuations…E Quarterly CAPE Ratio Updates! Median CAPE Ratio: 25% […]
November 2, 2016

Horizon Returns

This is two years old but I enjoyed this lengthy piece on valuation and CAPE ratios… Chart then download: —- —- Download PDF P/E Based Horizon Returns Website https://www.aperiogroup.com/
October 31, 2016

Capital Allocation Updated

One of the best pieces on capital allocation by Mauboussin/CSFB updated through 2015. PS In honor of my 10! year blogiversary I made all my ebooks free to download on Amazon.  Chart then download: —- —- Download PDF Capital Allocation Website […]
October 28, 2016

The “Lloyd Christmas” Lesson

Technically it says a 0.2% chance…. Chart then download: —- —- Download PDF Take the 5% Challenge  Website https://www.researchaffiliates.com/documents/Take%20the%20Five%20Percent%20Challenge.pdf
October 26, 2016

Two Centuries of Price-Return Momentum

Fun read on momentum from the FAJ. And for those interested, here is a fun crowd funding for a private ETF company! Chart then download: —- —- Download PDF Two Centuries of Price-Return Momentum Website http://www.cfapubs.org/doi/abs/10.2469/faj.v72.n5.1
October 10, 2016

Secular

Fun quarterly piece from Crestmont on stock market cycles…they have a handful of other charts and publications on the website worth reviewing too. Chart then download: —- —- Download PDF Understanding Secular Stock Market Cycles Website Financial Market and Economic […]
October 6, 2016

Real Drawdowns

Added local real drawdown %: Real Local Drawdown % Australia -7.89 Austria -52.43 Belgium -4.45 Brazil -43.78 Canada -6.15 Chile -39.5 China -35.51 Colombia -36.25 Czech Republic -45.18 Denmark -11.25 Egypt -62.63 Finland -53.49 France -10.96 Germany -13.36 Greece -97.43 […]