Timing the Market with Valuation

I did a fun pice on the blog outlining how to time the stock market using top down valuation and trend.  GMO also recently came out with a paper that looks at a super simple valuation timing method and not surprisingly, it works.  (And one reason it works is by reducing drawdowns and volatility…)

Two charts then download:




Who Ate Joe’s Retirement Money?



Get a Free Subscription!

If you send me an email with a link or attachment to a piece you think readers would love, and I use the piece, I will happily give you $100 off your subscription.  This is worth a free quarter of the Farm at current levels.

Send all emails to mebane@theideafarm.com with “RESEARCH” in the subject line.