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...
ETF Contest
I enjoyed hearing one of the top three ETF issuers mention all the ETFs that needed to be launched have been launched. So, with...
The Dividend Challenge
I was giving a talk the other week in Chicago and one audience member asked me what was my biggest concern in the markets....
The Perfect Asset Class
I wanted to illustrate a point I was trying to make to a friend about asset allocation. Most people approach it with the "more...
20% YTD, is that Normal?
I used the word "normal" above on purpose, as there is really nothing normal about stock returns. They tend to be more extreme than...
Is The Big Bear Over?
This is a good piece on secular bull/bear markets from Ed Easterling on Barry's blog.
I had never thought of visualizing the CAPE this way,...
Webinar Tomorrow (Tuesday)
I"m doing a webinar with Zack Miller tomorrow - it's different than most talks I do - this one is focused on the publishing...
Which PE Ratio is Best?
In honor of the good professor winning the Nobel prize today, I thought I would show a quick chart we have never published. It...
Asset Allocation Strategies
I'm adding another allocation from some of my favorite writers at the Butler Philbrick shop. They did a post here with an allocation below....
