New Podcast
I did a little chat with Michael Covel yesterday. The first two minutes are poor quality (my fault due to headphones) but the rest...
Hulbert on Trendfollowing
I like Mark Hulbert and his writing. However he has been doing a few posts on trendfollowing and seems to be missing the mark...
Dividends and Buybacks
Long time readers will know why I really liked this paper by Mauboussin from Legg Mason. (HT: Research Puzzle)
Share Repurchase from All Angles
The prime...
The Ascent of Money on PBS
Parts 1-4 of the PBS Ferguson series, about an hour each.
UPDATE: I can't get these to embed so you can goto PBS and watch...
Macro Pessimism, Micro Optimism
Everyday the news bombards us with negative macro headlines. Troubles in Europe, war in Syria, asset bubbles, and politicians acting idiotically are the norm...
Reversion System Triggered
Most risk based assets got clobbered in May, but the worst was foreign stocks (EAFE and EEM both around -11%).
That would trigger our old...
If you have nothing to say….
This blog will never be one of the more prolific or popular blogs for a host of reasons, and often weeks may pass between...
S&P to 400?
As a follow up to my posts on global CAPEs, Timely Portfolio had a mention of Russell Napier of CLSA here, here, and a...
Secular Lows
If you look at the history of country CAPEs, they tend to bottom out in single digits around 7. Bull markets can push this...
Global Shiller CAPEs
I have yet to find a source anywhere that tracks global Shiller CAPEs so I had my analyst Prabhat update this older post with...
