Inflation

4
Lots of readers emailing in this chart from Bianco (via Ritholtz).  I'm not going to comment on the validity of the data, but rather,...

Japanese Real Estate Index

8
Anyone know of where I can find a historical Japanese Real Estate Index?

Cambria QR Morning Research Note

7
There are some exciting developments coming down the pipe at Cambria.  One of them was prompted by the daily requests over email and phone...

New Book

0
I thought I was going to get to some reading over the long weekend but it was not to be. New read just arrived from...

Hedge Fund Letters

11
I started the website Hedge Fund Letters because I love reading manager commentary and there wasn't a good rescource for finding the letters other...

Monthly Newsletter

4
Is updated for April here. Make sure to sign up to get a first peak at my new paper coming next week!

Schwab’s New Advertising

8
Schwab is now running ads that seem to offer great margin rates (for a limited time !!! act now!!).   These are very credit card...

Three New Papers in the Journal of Investing

2
These are probably available for free on the internet somewhere (if readers find them leave a comment and I'll update with hyperlinks): Asset Bubbles and...

Influential Books Game & Survivor Bias

2
Great, great, great post on survivor bias (from a new academic paper by Xiaoqing Xu, and Anthony Loviscek of Seton Hall University): "The average...

AlphaClone New Features

0
In addition to adding some new funds, AlphaClone added the following features today: View historical holdings 13G/D Alerts More cool new features on the way!