December 11, 2016

Soros the Trend Follower?

How did Soros, Buffett, and Lynch put together decades of great performance? AQR asks the question with some interesting answers… Chart and download: —- —- Link Alternative Thinking Website
December 4, 2016

When a “Value” Company is Not a Value

New to this Chris Meredith guy, but he’s been cranking out some great research over at OSAM. Interesting discussion on why P/B may not be such a good value indicator anymore… Chart and download: —- —- Link When a “Value” […]
December 2, 2016

Century City

Duration, 100 year bonds, Mnuchin, and “will France blow up the Euro?”. All in one three-pager from Dillian’s Dirtnap. Chart and download: —- —- Link Century City Website
November 26, 2016

Real Estate CAPE

Quick reminder to new subs:  If you send me a research piece that I end up using, I’ll refund your account with $100, just email me with “RESEARCH” in the subject line.  The below issue is from reader M.K…. A […]
November 23, 2016


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
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
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
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 […]