July 5, 2017

From Niche to Necessity

Some nice charts in here…below one details just how different emerging market sector compositions can be… Chart then download… —- —- Link to Download From niche to necessity Website https://www.blackrock.com
June 30, 2017

Russian 10’s of 2007

Nice chartbook from Northern Trust Charts then download… —- —- Link to Download Mid Year Outlook Website https://www.northerntrust.com/
June 30, 2017

EU CAPE

Some excellent charts from Robeco, including REIT yields and Europe vs US CAPE ratios…biggest spread since at least the 1980s… Charts then download… —- —- Link to Download Outlook Website https://www.robeco.com
May 19, 2017

Big Picture: Near Term Good, Long Term Scary

I basically only use LinkedIn to check spam emails, but Ray Dalio posts come commentary there on occasion.  Below is a nice piece on expected returns.  I was trying to determine what the book was on his desk then realized […]
April 30, 2017

LEI above zero, rising

Lots of interesting tidbits in here, but like chatting about ISM, here’s LEI into four quadrants…where are we now?  Above zero and rising… Chart and download: —- —- Link to Download RBC GAM Outlook Website global.rbcgam.com
April 27, 2017

Risks Remain, but There Are Reasons for Optimism

Y’all getting tired of me talking about foreign stock valuations?  Probably.  I’ll lighten up…but here’s one from William Blair on the emerging markets outlook. Chart and download: —- —- Link to Download EM Outlook Website https://www.williamblair.com/
April 12, 2017

Net Performance Matters

Yearly Yale endowment update is out…some fun thought pieces in the back so read the whole way through… Chart and download: —- —- Link to Download Endowment Update 2016 Website http://investments.yale.edu/
February 26, 2017

#1 Read of the Year (Slide Deck)

Not sure if Credit Suisse will publish their full edition of the GIRY online or not (my #1 read of the year).  But it looks like lots of ideas are included in this slide pack, so enjoy!! Chart then download: […]
February 21, 2017

#1 Read of the Year

Ok it looks like Credit Suisse published the summary edition of the GIRY (my #1 read of the year) first.  If you find the full edition online before I do let me know…and if you’ve never read it, go and […]
February 17, 2017

Expected Returns

Nice piece from AQR on how they construct their capital market expected returns. Chart then download: —- —- Downloads Capital Market Assumptions for Major Asset Classes Website https://www.aqr.com/
January 13, 2017

Bundles of Charts

Here’s some fun updates from JPM…home country bias chart then the downloads… —- —- Downloads JPMorgan Eye on the Market and Quarterly Chartbook. Website https://www.jpmorgan.com/
November 26, 2016

Real Estate CAPE

Quick reminder to new subs:  If you send me a research piece that I end up using, I’ll refund your account with $100, just email me with “RESEARCH” in the subject line.  The below issue is from reader M.K…. A […]
September 26, 2016

Mark and Seth

Looong market review from Mark Yusko with lots of quotes by Seth Klarman… Quote then download: —- “Sometimes buying early on the way down looks like being wrong, but it isn’t. You must buy on the way down. There is far more […]
August 2, 2016

Few Bargains

Blackrock mid year outlook with a few nice charts.  Below is a summary of valuations relative to historicals… Chart then download: —- —- Download Blackrock mid year outlook Website https://www.blackrock.com Get a Free Subscription! If you send me an email […]
June 3, 2016

Future Returns Arnott Looking Great for US Stocks

Please note that the presentation is locked but you can use the password: FIC2016  to access the document. I sat in on this speech of Arnott’s, and as usual great work.  He touches a lot of ground, well worth watching!  One of […]