CAPE Valuation Bollinger Bands
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
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
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
At least, that's what everyone thinks:
HT Advisory Perspectives & Sundarden
Travel and Speeches
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?
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
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
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?
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
(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...