Holiday Buying List
A few weeks ago we did a post that detailed the combination of the 4 year presidential cycle with the January effect in small...
Barron’s to Launch ETF
The headline is a joke of course (although did you know Forbes was once moving into the ETF space?), but from the results for...
Gundlach, Japan & the US
In the Gundlach call today (PPT here), he referenced the returns to Japan and US equities over the past 10 years. Japan has a...
Best Ideas 2013
I am speaking at the best ideas online conference in January (and I see my buddy Wes is too). Will post a reminder in...
Hercules! Hercules!
Excellent new white paper from Montier at GMO - The 13th Labour of Hercules: Capital Preservation in the Age of Financial Repression. I got this late...
