November 21, 2016
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
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
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
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
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
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
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
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
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
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
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
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
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 […]
October 4, 2016
Quarterly CAPE Ratio Updates! Median CAPE Ratio: 25% most expensive: 23 (U.S. in this bucket) 25% cheapest 10 Average of Foreign Developed 17 Average of Foreign Emerging 14 We’ve mentioned this a lot in the past but bears repeating. We […]
October 4, 2016
Semi annual piece from MS on closed end funds, if that’s your thing…. Chart then download: —- —- Link to articles: Closed End Fund Report Website: http://www.morganstanley.com/