The Most Important Yield Chart in the World
Patrick O'Shaughnessy has a great piece this month where they touch on a topic that is incredibly important now. We mentioned this back in...
CAPE Country Returns YTD, the Ball Don’t Lie!
I've been publishing CAPE updates for countries quarterly on The Idea Farm, and below I highlight a blurb from our upcoming year end outlook....
All-In with Momentum
This post is similar to the recent post we did on F-Squared. We sent out a research piece recently to The Idea Farm list...
Building a Simple Sector Rotation on Momentum and Trend
Long time readers know that I am a big fan of simple rules based portfolios, heck that’s behind most of everything I do, from...
Where Have all the Mergers Gone?
One argument against a top in equities is the lack of M&A. Below are a few charts from IMAA:
The New House of Money
Steve Drobny, author of the great books Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global Markets and The Invisible Hands: Top...
The US is the Most Expensive Stock Market in the World
Out of 44 developed and emerging markets in the world, the US stock market is the most expensive on a 10 Year PE ratio...
Bitcoin vs. South Seas Stock
This is just for fun, I have no idea if or when the bitcoin train will ever get derailed. You could compare this to...
