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C’mon Bounce

We had one of the lowest bullish readings ever on the AAII Sentiment survey.  That’s not surprising, of course, after the worst start for stocks EVER.     I’ve been quite bearish on US stocks for awhile – the combo of high valuations, and a…

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Institutional Investors, They’re Just Like Us!

On of the popular celebrity magazines has a feature called “Stars, they’re just like us!” It shows photos of celebs doing such mundane activities as getting coffee at Starbucks and going on walks with their babies.  There is a genuine fascination with celebrity culture (believe…

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How to Beat 98% of all Mutual Funds

I don’t know why I didn’t include this idea in my new book, but consider it a bonus chapter. How long have people known that Buffett is a great stock picker?  After he closed his hedge fund in the 60’s?  Or perhaps 10, 20 years…

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11 Bearish Charts, 0 Bullish

I penned a post last spring on how most indicators were bearish for the US stock market except for the trump indicator, the trend. Well, it seems like that too is now bearish.  So, buyer beware!  

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New Book!

My new book is out Thursday!  I think this is a really fun one, and in honor of the publication I made my last three books free from 7th-12th. Pick up a copy, or four, and let me know what you think!  

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Global Stock Market Valuations in 2016

I talk a lot about global stock market valuations on this blog.  For those unfamiliar with my work, here is an old article “Everything you Need to Know about the CAPE ratio“, or you can pick up my book Global Value. I believe long term…

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Stock Valuations and Returns in 2015

Most global stock markets got spanked in 2015.  The average country lost about 10% (USD based investor.) Using a value approach worked well however.  The cheapest third of global stock markets outperformed the most expensive by about 5 percentage points.  That is why I say…

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