Top 10 ETF Launches of the Year
I think this is a really interesting article for a few reasons.
1. The continued acceptance of ETFs by large institutions. Not just acceptance, but...
Travel: Mexico City
I'll be in Mexico City next week, drop me a line if you want to meetup!
Also on the schedule in the next two months...
Are Stocks Overvalued?: CAPE vs. Dividends
People seem to have a lot of misgivings when it comes to CAPE. I have no idea why as almost all valuation indicators usually...
Gameplan for 2014?
We did a paper years ago that combined the Presidential Cycle and the January Effect. It was also known as our least read paper....
What Would You Rather Own?
From this paper:
Emerging markets have > 30% world GDP, but only 12% of world market cap. A Shiller CAPE of about 15. 55% of...
The Dividend Challenge
Beginning in the 1980's Pepsi started running the Pepsi Challenge -- television commercials featuring taste tests that would pit their soda versus Coca-Cola. Tasters...
Online Backtester
Finally starting to see some innovation here. Two great entrants, all they need is a little more front end design, and of course a...
What Happens Next for Stocks?
Ned Davis ran a great study that I thought I would replicate with a different dataset. They wanted to know what stocks did in...
Is the Stock Market Expensive?
Readers know we have done a lot of work on stock market valuation measures. One of my favorite, that is hard to find anywhere,...
ETF Contest Winners (and non-Winners)
I had a lot of fun receiving ideas for my little ETF Contest. We received over 200 submissions. They included everything from the absurd,...
