June 19, 2015

The Thin Green Line

Fun interview with Paul Sullivan and the Bonner and Partners Investor Network. Quote then download: —- Sex is sex. You’re either creating another human being or you’re enjoying yourself. Either way, it should be pleasurable. But for some people, sex can become a stand-in […]
December 13, 2013


Fun article from Cliff.  Quote then download. —- 2. Bubbles, Bubbles, Everywhere, But Not All Pop or Sink The word “bubble,” even if you are not an efficient market fan (if you are, it should never be uttered outside the tub), is very […]
September 16, 2013

4 Papers

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 […]
February 20, 2013

Going Weimar

Back when I was giving more talks on global tactical asset allocation I would hand out some hyper-inflated currencies as a reward for guessing the correct answer to a few questions during the talk.  You can buy them on eBay […]
January 15, 2013

The Good Without the Awful

Most of you are likely already familiar with John Hussman.  His weekly commentary is a must read of economic and market analysis that he has been writing since 1988.  Below is a recent piece that constructs a multi-factor model for […]