April 12, 2017

Net Performance Matters

Yearly Yale endowment update is out…some fun thought pieces in the back so read the whole way through… Chart and download: —- —- Link to Download Endowment Update 2016 Website http://investments.yale.edu/
April 7, 2017

Beauty Charts

Some really cool charts from Norbert at Star on CAPE ratio and lots of other interesting visualizations… —- —- Link to Download Slideshow Cool CAPE charts Germany Fundamentals Value and Growth Website http://www.starcapital.de/
April 3, 2017

Global Valuations

Quarterly CAPE Ratio Updates! After a great year of performance in 2016, many cheap countries are continuing to outperform. Right to the stats! Median CAPE Ratio: 16.5 25% most expensive: 25 (U.S. in this bucket) 25% cheapest 11 Average of […]
March 31, 2017

Complexity Rules

Lots of great charts in here from KKR on macro outlook…a couple European charts then the download… —- —- Link to Download Complexity Rules Website http://www.kkr.com
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


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


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


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 […]