CAPE Returns for 2013

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Did CAPE work in 2013?  Below are end of 2012 updates, new CAPE values mailed to Idea Farm today...Also below is a chart of...

ETF Returns for 2013

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Here is a large graphic of various ETFs for 2013.   

What Will Move Margins Next?

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"Our best guess?  Gravity"  - Leuthold Group Here is my monthly roundup of good reads and notes from my Twitter feed @MebFaber    

Valuation Distributions Across Time

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This is a good post over from the Eudora Fund website looking at the distribution of value factors across time... Quotes from site: For readability’s sake,...

CAPE Fear

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Lots of people commenting on a recent article from the very good blog Philosophical Economics written by @Jesse_Livermore.  I'm writing a book on the...

3 Years of Blood…

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Investors love chasing returns, always to their detriment.  The best place to be allocating likely is the worst performers over the past 3-5 years....

Arnott on Emerging CAPE

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Good to see Rob get a life time achievement award this past week in AZ, also good to see RA fundy assets cross $100B. Here...

A Good Problem to Have – Idea Farm

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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...

Sentiment Update

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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...

Dogs and Cows of the Dow: Dividends and Buybacks

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I thought this would be a fun way to visualize the Dow stocks, and how they distribute their cash through dividends and buybacks.  Most...