In the spirit of the year end lists, below are my favorite reads from 2014. Pour yourself another glass of eggnog as this is a lot of material…
Download PDFs
Predicting Stock Market Returns – Star Capital
The Final Bubble Frontier – Deutsche Bank
Agony and Ecstasy – Chase
Capital Allocation, GIRY 2014 and Cash to Shareholders– Credit Suisse
Trendfollowing through the Rates Cycle – PIMCO
and one resource, Research Affiliates new portal
Anything I missed?