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How Does a Market Get Cheap? The P in P/E

I wrote an article a few months ago on global valuations (we just updated the valuation metrics for 44 countries and sectors on The Idea Farm).  The cheapest countries didn’t disappoint in the first quarter with strong returns, led by the cheapest market in the world…

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Summary of the RoboAdvisor Space

Below is a basic chart cobbled together from public information and some ballpark guesses on my part.  If you find any inaccuracies, let me know and I’ll fix. Some of these are hybrids (Vanguard, Personal) and some have some opaque fees (Schwab) and one is…

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Best Tweets of the Week

I’ll start publishing this weekly instead of monthly…here’s the first!   [View the story “Tweets of the Week” on Storify]  

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What You Don’t Want to Hear About Dividend Stocks

When was the last time you had an idea that resulted in the threat of your torture? In the early 1600s, Galileo was expanding upon Copernicus’ idea that the earth revolves around the sun. The easy-going church was slightly less than enthused. In short, things…

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Always Read the Endnotes

Two fun endnotes from a recent Arnott article: 1.  Active managers have failed to deliver on clients’ return expectations through no fault of their own. This result is almost a tautology. When the capitalization-weighted index strategies are removed from the cap-weighted market, we’re left with…

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