CAPE Returns for 2013
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...
What Will Move Margins Next?
"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
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,...
3 Years of Blood…
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
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
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
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
I thought this would be a fun way to visualize the Dow stocks, and how they distribute their cash through dividends and buybacks. Most...
