I mentioned the other day that I would be updating the old QTAA paper this month along with expanding my quant research writing to be more frequent and in depth. We already have some really fun and interesting pieces lined up, and if you have any burning q’s or ideas, send them over!
As a precursor to the QTAA update (and probably an even longer book length update as well) I penned a quick 10 page Market Outlook. It’s short, but summarizes some of my ideas pretty quickly.
More to come shortly!
PS I am traveling to SF tomorrow and should have some time open Friday day before my AAII speech Saturday morning on the topic of Shareholder Yield. I will also be in Salt Lake and Park City Utah for a few days. Drop me a line if you want to meetup!