Global Investment Returns Yearbook 2011 (GIRY)
Nice free download of the Global Investment Returns Yearbook 2011 (GIRY). (Automatically download PDF here.)
This is a MUST READ. A few charts below:
Returns to Bonds vs. Changes in Interest Rates
I know this is a bit simple but I thought it was useful nonetheless. From Gary Shilling's very good book The Age of Deleveraging:...
What Worked?
Here are three charts that demonstrate asset classes and their performance over the past month. It is similar to our old posts we used...
What I’m Reading
I'm not sure why I never saw the book "A Practical Guide to ETF Trading Systems" but it is a fun short book that...
Speaking: This Saturday, March 19th Los Angeles
I'm giving a talk (along with Axel Merk) this Saturday at the Skirball Center in Los Angeles. It is early (9am) but come on...
Paperback Version of Ivy
Coming out in two weeks - the paperback version of The Ivy Portfolio for just $9!
When Things Go On Sale, People Run Out Of The Store
“Investing is the only business I know that when things go on sale, people run out of the store" - Mark Yusko
James Montier is...
Lykke Li to Take You Into the Wknd
httpv://www.youtube.com/watch?v=K3P2o5gryfs&feature=player_embedded
Seven Immutable Laws of Investing
Montier must read as always: Seven Immutable Laws of Investing
Hedge Fund Letters
I started the website Hedge Fund Letters awhile back because I wanted to archive and read a bunch of manager letters...There is no central...
