I haven’t read much interesting in the newsletter space lately. A few readers also let me know I send out too many emails, so I’ve tried to dial it back a bit. However, there have been a slew of interesting […]
Do yourself a big favor and watch a this 30 minute video during halftime of the Broncos game tonite. It is from Rob Arnott at RAFI, and there are lots of important implications… Quick screenshot before the video: —- —- […]
Two pieces have come out recently on how dividends respond to a rising rate environment (short story: poorly). We featured an OSAM piece on the blog this week, and below is a nice piece from Morningstar. Quick chart before the […]
I thought I traveled a lot, but after sitting down with Mark Yusko last week in Raleigh and hearing about his whirlwind schedule, I feel like a homebody in comparison. Below is the Morgan Creek Q2 2013 Market Review and […]
I haven’t featured a piece from one of my favorite newsletter writers in awhile, and here’s two. If you don’t read Jared Dillian of The Daily Dirtnap, you should! Quick excerpt before the downloads: —- ” It started when I was […]
This is an excellent piece by Thornburg, and it reminds me of Mladina’s piece on triple net returns. Quick chart before the download. —- —- Download PDFs Real Real Returns Website http://www.thornburginvestments.com
Salient runs some risk parity portfolios, and even calculate some indexes for those that want some historical data. Many are concerned that risk parity will suffer more in a 1970s style market (May and June were particularly brutal). Below is a white […]
Apologies for not sending much summertime reading, but I was on the trail doing three talks, a podcast, and a webinar. The good news is I spent a lot of time reading on the airplanes, and found some interesting pieces […]
Many of you are already familiar with the crew from Newfound, mainly due to their work with f-squared and the Virtus funds. I attached a few of their white papers, but it is worth going to their website and taking […]
Good piece from John West of Research Affiliates on what happens to inflation exposed assets after a big drop in inflation expectations… Here is a chart before the download: —- —- Download PDF 3-D Shoppers Website http://www.researchaffiliates.com/
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 […]
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 […]
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 […]