July 27, 2013
James Montier is one of my must reads, and he had a phrase in this piece that stood out – “the foie gras bubble”. He was referring to investors being “force fed higher risk assets at low prices.” Unfortunately I […]
July 25, 2013
This piece is more about the business of money management than an investment idea. So if that doesn’t interest you, then you may want to skip this one. Here is a quote before the download: —- “This report is designed […]
July 23, 2013
JP Morgan puts out one of my favorite chartbooks every quarter in their “Guide to the Markets”. Here are a few pics from their 70 page PPT before the download: —- —- Download PDF Guide to the Markets 3Q 2013 […]
July 19, 2013
I was considering doing this post as an entire book, but I have too many other articles in front of it. The basic thesis is that there are a lot of simple, small improvements one can make to a market […]
July 17, 2013
Many of you know Miguel Barbosa as the author behind the Simolean Sense blog. He is relentless in posting interesting links to reading material as well as videos, etc. He is also the creator of the new website The Atlas of Public Stocks that is sort […]
July 16, 2013
Our friends at Sitka Pacific Capital Management have launched a strategy and research initiative. It focuses on many of the topics we enjoy reading about, including market cycles, fundamental trends, valuations, and macroeconomic issues, among other things. It is a paid […]
July 13, 2013
The emails have been a little light (they usually are when I’m traveling), but some good research should be coming your way in the coming weeks. Sector CAPE updates below as of Q end:
July 3, 2013
One problem many investors have with stop losses is what to do after they have sold their position. ie when do they get back in? Below is an academic paper on the topic that examines various ways of getting out, […]
June 28, 2013
Insider Monkey has a new mini newsletter offering out that focuses on a single hedge fund each month. They let us share this issue, in which they focus on Einhorn and a relatively unknown smaller hedge fund manager. I don’t […]
June 26, 2013
Forward Investing takes up the topic of dividends, an area certainly of interest to most investors. While I agree with some of this article, and disagree with some as well, it is worth a look. A quick chart before the […]
June 24, 2013
As the former Head of Investment Strategy at Analytic Investors, Brian Haskin is a great source for information on liquid alternative strategies. His relatively new shop, Alternative Strategy Partners, publishes great research on the liquid alts universe. Below is a link […]
June 16, 2013
For the technician’s out there, here is a fun piece on the Hindenburg Omen and the Titanic Syndrome from our friend Tom McClellan. A quick chart before the download: —- —- Download PDFs here Hindenburg and Titanic, OH MY! Website […]
June 13, 2013
Lots of investment banks do an early morning call and email summarizing what has happened in the overnight session, as well as economic events and reports to look forward to in the coming day. I haven’t seen much that is […]
June 12, 2013
The good folks at O’Shaughnessy have another good paper out, this time examining the traditional value, momentum, and dividend factors in emerging markets. Not surprisingly, they work great! A quick chart before the download: —- —- Download PDFs here Emerging […]