We will be doing our quarterly CAPE updates on The Idea Farm next week at quarter end.
Some other great research we’ve highlighted on The Idea Farm recently:
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The Trillion Dollar Mistake with John Del Vecchio
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Risk Parity and Quality with CXO
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The 7:00’s Report
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The Time for the Money with Morgan Creek
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5 New Asset Classes with SocGen
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Macro Updates with Cornerstone
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Inflation expectations and commodities with Guggenheim
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Cantor on Kamikaze QE
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McClellan on copper inventories, and the Hindenburg Omen and Titanic Syndrome
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Fundamental improvements with Janiczek
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Graham & Doddsville with Columbia
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Low variance, US $, and Japanese stocks
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and early look at the updated GTAA paper update and free Shareholder Yield book.
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