Net Payout Yield and Dividends
A reader emailed in asking about payout yield after my post the other day on the decline in companies reporting dividends (older post here). ...
Stocks and Markets as Mountain Ranges
in this case it is the Lehman Range: (artist is Michael Najjar, HT: CC via Kottke)
A New Fed Paper
that I am going to take for a spin over breakfast in the AM (HT: reader KJ)
"Out of Sample Equity Premium Prediction: Economic Fundamentals...
Fama: My Life in Finance
A great read. Of particular interest to me was this statistic:
"The percent of firms paying cash dividends falls from 66.5 in 1978 to 20.8...
Harvard & Yale Asset Allocations
2009 is Yale's target allocation rather than actual allocation.
The Harvard and Yale Endowments 2009 Updates
Yale 2009 Endowment Report
Harvard 2009 Endowment Report
On the last page Mendillo had these two rather odd quotes that seem, at least to me,...
The Value In Following The Smart Money
My first article for Forbes was published about 10 days ago where I profiled how to piggyback Seth Klarman.
The first stock we talked about...
The Value of Content SeekingAlpha Has Received For Free
is somewhere between $2.8 million and $55.5 million. I'll get to the math in a minute.
I originally allowed SeekingAlpha to repost my content because...
Three Must Reads
The Hidden Risks of Risk Parity Portfolios - Ben Inker GMO
&
Forgotten Lessons of 2008 - Seth Klarman's Annual Letter
&
Interview with James Montier - Simolean...
