Adding Quality
I've been on the record a lot this year talking about how, if you're going to pursue a high yield dividend strategy, you should...
A Classic Divergence
Note: Currently neither I nor any of my clients own GDX, although that may change in the future at any time. This example is...
What to Do with Small Caps?
Readers know about my concerns with overall valuation of US stocks as well as high yield in particular. What else am I concerned about?...
Flogging Away None Of Which Is Good at Forecasting
Fun interview with the trendfollower Winton, and a summary of how the trendfollowers are doing through Sep (aint pretty for most) (ht: RR):
http://plus.cnbc.com/rssvideosearch/action/player/id/3000207709/code/cnbcplayershare
Source: Automated...
The Problem with Buybacks
Valuewalk has a nice mention of a new recent report from Goldman on buybacks (US Thematic Views, Oct 7th will update with attachment if they...
Webinar Tomorrow
Tune in and ask some questions!
THURSDAY, October 24, 2013
10:00 AM EST, 3:00PM BST
Accepted for 1 hour CFA® credit.
The Stock Market Time Machine
You often see claims in ads about unbelievable returns in the markets. Even though markets have only returned about 5-10% per annum historically, you...
Asness on CAPE
Fun interview with Consuelo:
[youtube https://www.youtube.com/watch?v=EB_xqnNYAAM]
What’s in Store for Year End?
One of the benefits of having written 1,400 articles on a blog is you can go back and revisit them. (and often cringe!)
Below is...
Pre and Post Tax Profit Margins
Yardeni does a great chartbook. Below are two charts from his Sep publication...
