July 16, 2013

Earnings Above Trend….Is that Good?

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

Sector CAPE Updates

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

Stopped. Then What?

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, […]
July 1, 2013

CAPE Updates

Quarterly CAPE updates below:
June 28, 2013

The Next Einhorn?

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

How Not to Invest in Dividend Stocks

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

Liquid Alts

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

Hindenberg vs. the Titanic

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

Wake Up!!

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

Value, Mo, and Dividends in Emerging Markets

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 […]
June 10, 2013

Buffett’s Playbook

Charles Sizemore is another one of the participants in the InvestorPlace contest I joined for 2013.  (And depending on what is happening on any given day, my pick will be in first or last place due to the extreme volatility.) […]
June 5, 2013

Over a Decade of Buybacks

David Fried has been writing about buybacks for over a decade.  His newsletter, The Buyback Letter, has focused on companies buying back their stock since 1997.  And no surprise to readers, the stocks have regularly beat the overall market. I […]
May 29, 2013

Quality and Risk Parity

CXO is one of my favorite sites.  I login every few weeks to catch up on the flood of academic literature.  Below CXO lets us take a look at two subscriber only summaries on risk parity and quality value stocks. […]
May 24, 2013

Out of Sample World

This is the second time we have featured Cornerstone Macro is relatively short order. Their fine research will go to clients only soon, so be sure to sign up for their distribution list…A quick quote before the download: —-   […]
May 21, 2013

The Time for the Money

Japan seems to be on everyone’s minds these days.  If you’ve ever seen Mark Yusko speak you know he is very dynamic, and often squeezes in a ton of slides into a very short time period.  Below is a 33 […]