CAPE Valuation Bollinger Bands

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I was trying to do everything to avoid going to the gym last nite so I put together this chart.  25% cheapest, 25% most...

Newton’s Revenge

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Being a currency buff, I have always found Bitcoin and all of the other "alternative" currencies to be interesting, and a pleasant distraction.  A...

The Most Expensive Stocks are Near Their Most Expensive

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Alliance Bernstein has a sneaky good blog.   I think this chart is very telling of where we are now...likely a great time to be...

Stocks Up, Bonds Down

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At least, that's what everyone thinks: HT Advisory Perspectives & Sundarden 

Travel and Speeches

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While I just got home to my own bed, I'm getting read to hit the road again.  Below is a list of upcoming speeches...

Does it Even Matter?

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I get lots of questions regarding our original paper, most of which I've tried to tackle in the FAQs in the update.  Here is...

My #1 Read of the Year

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I sent this read out last week to the Idea Farm list, and since it is a free download as well as my favorite...

My Investing Mentor

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This is one of my favorite pictures of Dad and I, having breakfast on the shores of Lago Atitlan in Guatemala.   I have always...

What Does Siegel’s NIPA P/E Say About the Stock Market?

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I had a great time at the ETF.com (formerly IndexU) conference in Florida the other day.  The highlight for me was getting to see...

Market Outlook 2014

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(This was going to be a longer piece but I'd touch on the highlights below.) Let’s jump right in – how did broad asset classes...