Asset Class Forecasts
We've been having a lot of fun playing around with CAPE data (extending it to PEG ratios, other indexes, etc). GMO puts out their...
Tax Harvesting
We've been writing about tax harvesting on the blog since inception about six years ago. It is one of those ideas that isn't sexy,...
UVa Investment Conference: Bair, Bass, Grantham and Lockhart.
Adding my alma mater UVa Investment Conference to the list. I'm going to try and go as they have a killer lineup on Nov 15-16 2012....
A Near 50% Tax Rate on Dividends
Long time readers know that I think the singular focus on dividends is one of the biggest mistakes an investor can make when selecting...
This Month in Charts
Thompson has a great site where they do a monthly chart summary. Check it out:
1% in an 8% World
Every year I do a table that updates endowment and pension returns over the year prior. Since most funds fiscal year ends June 30th,...
The Holy Grail Quant Screen
From my buddy Wes at Turnkey Analyst - four blog posts that give a sneak look at his upcoming book (I'll update as they come out):
This...
Travel: Livingston & Chicago
I'm headed to Livingston, Montana this weekend to go flyfishing with the Fabers, and then off to Chicago early next week for meetings and...
The Coming Dividend Tax Hike
I was going to make the below an issue of The Idea Farm, but there is so much content I want to pass along...
