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A Good Problem to Have – Idea Farm

I moved The Idea Farm to a private list because it was getting too big, and many publishers didn’t want their research going out to a large audience, or available freely on the internet.  I have enjoyed sending out over 100 pieces of research in…

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Sentiment Update

I’m not sure why the Investors Intelligence (which polls advisors) is so much more bullish than AAII (individuals), maybe perhaps since individuals still haven’t bought into the market rally?  Curious to hear thoughts here:  

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Dogs and Cows of the Dow: Dividends and Buybacks

I thought this would be a fun way to visualize the Dow stocks, and how they distribute their cash through dividends and buybacks.  Most friendly on the left to least friendly on the right. Note that some companies, like Cisco and J&J, seemingly have a…

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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 August where the premium that dividend yield stocks are trading at relative to the market is near the highest ever.  Historically when…

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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.  This chart shows the returns to country ETFs and the 10 cheapest and 10 most expensive markets.  Notice why I was…

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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 from Pictet, a multi-billion $ asset manager out of Europe.  I am slightly embarrassed to admit I had never heard of them…

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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 the buy and hold and 13F portfolios of The Ivy Portfolio to the trend portfolios of a QTAA, to shareholder yield approaches to income.…

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