I had not seen this newish offering until they emailed me recently – the Bloodhound System.  It is a quant stock...

Nice article by USA Today on the number of stocks listed declining over the years.  Did you know there are only 3700...

Slowly but surely the world is waking up to the silliness of just focusing on dividends in isolation. (via YCharts...

I’ll be updating the country CAPE values at the end of the quarter, but I thought this examination was really...

Nothing like a 99% drawdown (if/when the market reopens) to rattle the nerves of a buy and hold apologist.  Remember,...

I know the first quarter isn’t over yet but I have some other things on my plate this week.  Below are 10 broad...

I’m doing a white paper/blog posts (or book depending) on some of the most popular asset allocation strategies....

5.  Investment newsletter focused on Best Ideas.  Each month interview a hedge fund or other manager and outline their...

I used to use Portfolio123 years ago but stopped since they didn’t include dividends.  And not including...

I received a lot of emails from readers on the shift to a premium offering, so I thought I would summarize the why and...

I’m pretty bullish on stocks right now.  Global valuations are cheap, although the US is one of the top 4 most...

People often ask me why we use 10 year inflation adjusted PE ratios rather than simple trailing 12 months.   Below are...