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 […]
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 […]
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?” […]
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/
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 […]
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% […]
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/
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 […]
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
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
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 […]
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 […]
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 […]
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/