QTAA Paper Update: The Current Challenge 2/10

Below we have updated our 2006 white paper.  While you can download the full 70+ page paper here, I've also chopped it up into a series of more digestible posts for the blog.   ---- While investors have benefited from strong equity markets in 2012 with the S&P 500 up approximately 16%, the new millennium has been challenging for most investors. US stocks...

QTAA Paper Update: Introduction 1/10

Below we have updated our 2006 white paper.  While you can download the full 70+ page paper here, I've also chopped it up into a series of more digestible posts for the blog.   Updates included in the 2013 paper include:   1.  Results are extended to include the years 2009-2012. 2.  Additional asset classes are included (from 5 to 13, although still...

Travel & Macro Pessimism, Micro Optimism (Part III)

I will be in Las Vegas this Friday and Alaska later this month if any readers are local and want to meetup! This is the third post I have done that focus on cool new ideas and startups I have never heard of.  It just goes to show the creativity and brilliance of all the entrepreneurs out there.  Part I...

A Tale of Two Bubbles

Lots of gyrations in Japan lately.  Below is a chart that lines up the US and Japanese 10 year PE ratios so their bubbles are synched.  This goes to show just how ginormous the 1989 bubble was in Japan - more than twice the biggest stock bubble in US history (2000).  This is also the main reason it took...

My Mantra is Diversity

“My mantra is diversity. I clone my mentors. I copy everything they do, and then I innovate on top of it.” - Henry Markram Great article in this month's Wired Magazine.

Searching for Yield

Great chat with Priest and Mack...while we depart on a few methods of screening, the general approach is very similar:  

Case Study on Self-Publishing an eBook

Below is a summary of my views on self publishing my first book, which you can find on Amazon here -  Shareholder Yield:  A Better Approach to Dividend Investing.  This post will be updated periodically with my thoughts on the experience... I thought I would summarize some of my experiences with self-publishing an eBook as I get a lot of...

What To Do About REITs?

REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.   What are the current drivers of REITs saying now across trend, yield curve, and valuation? -Trend is certainly positive. -Yield curve is above average, but not as steep as it was a few years ago. -Valuation is really bad nominal, but not as bad...

Q & A

Fun question and answer session with the folks at Index U.  

Shareholder Yield Book is Out!

I am going to do a longer piece on this topic later this week, but wanted to announce that the eBook is now out!  It's only $5, and it's a nice, quick read.   If you pick up a copy I would love to hear what you think! Shareholder Yield: A Better Approach to Dividend Investing  If you don't have a Kindle...