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 […]
May 16, 2013

Eclectic Thoughts

I sent out copies of our new book, Shareholder Yield:  A Better Approach to Dividend Investing,  to all of our subscribers the other day, let me know if you didn’t receive a copy.   The archives have also been activated, and I will probably […]
May 8, 2013

Know What You Don’t Know

The Spring 2013 Columbia Business School publication is out, and in this issue they have an interview with Himalaya’s founder Li Lu. A quick quote before the 60 page download: —- “You can recognize good ideas by reading a great deal and also […]
May 5, 2013

In the Mood for Loans

What a great lead in:  “The Keys to Discovering Five New Asset Classes”. 120 pages so straight to it… —- “In this report, we look at five markets through which investors can lend directly to the economy, each corresponding to a […]
May 2, 2013


Here is the first research report from Cornerstone Macro.  I learned a few new tidbits from this report, including the below chart: —- —- PDF Download Economic Research Website http://www.cornerstonemacro.com/
April 30, 2013

The Trillion $ Mistake

John Del Vecchio is a rare forensic accountant that sees opportunities both long and short (he runs funds on both sides including the newish forensic accounting ETF).  He did a short piece recently that isn’t publicly available,  but touches on […]
April 28, 2013

Philosopher’s Storm

This is interesting.  We are going to run some studies on the data and see what we can come up with.  A few quotes and a chart before the download: —- “When J.K. Rowling finished her first manuscript of Harry Potter […]
April 26, 2013

Questioning QE and More on CAPE

Quick housekeeping:  For those new to the list, we send out about 2-3 emails like the below each week.  There is no login.  At the request of many subscribers we will be adding an archive here soon, so stay tuned! […]
April 24, 2013


Cantor puts out some solid material from their equity derivatives strategy group of Cecchini, Lorenzo, and Elmihdawy.  In this issue they pray for the Japanese elderly… Below are a few quotes before the download: —- “It’s difficult to overstate the […]
April 22, 2013

Copper Inventories Rising

I have been following the work of Tom McClellan for years now, and enjoyed the chance to sit down and have a few beers in Seattle a few months ago.  Tom puts together some really nice charts and studies, often […]