Another Print Publication Bites the Dust

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Newsweek to move online: “The transition to online from hard print will take place,” Diller said. “We’re examining all of our options.” A plan to move...

Travel

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A few upcoming trips, as always, feel free to drop me a line to meetup! Colorado: August 1-8 San Francisco:  September 11th +- a few days Chicago:...

Value Matters

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Value Matters: Predictability of Stock Index Returns - Natascia Angelini, Giacomo Bormetti, Stefano Marmi, and Franco Nardini  Abstract:       The aim of this paper is twofold: to provide a...

Shareholder Yield and Buybacks

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As many of you know we are venturing into self-publishing.  Well, technically we've self published a half dozen academic articles and over 1000 posts...

Does Shiller PE Work in Foreign Markets?

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After building lots of Shiller CAPEs for foreign markets it was refreshing to see this paper published recently.  Nice work Joachim! Does the Shiller-PE Work...

The 10 Best, and Worst, Times in History to Invest

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Let's say you just decided whether to invest once a year, and your timeframe was for the next 10 years.  What have been the...

Portfolio Trackers

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Curious why Morningstar, Google Finance, andYahoo Finance do not have the ability to pull portfolios ala Mint for tracking?  Seems like such a no-brainer. Best...

Tobin’s Q

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Anyone seen research on this metric for all of the foreign developed and emerging markets?

The Trend Was Not Your Friend (In June)

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From the Automated Trading System Blog:

Baupost, Tiger, Buffett Two Years Later

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I did a series of articles for Forbes in 2010 highlighting the 13F investment approach and demonstrating a few solid managers.  Below are links...