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.
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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...
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...