How to Get Compustat Backtesting for Cheap
I used to use Portfolio123 years ago but stopped since they didn't include dividends. And not including dividends is like having a car with...
Why We Moved to Premium
I received a lot of emails from readers on the shift to a premium offering, so I thought I would summarize the why and...
The Two Biggest Threats to the Equity Rally
I'm pretty bullish on stocks right now. Global valuations are cheap, although the US is one of the top 4 most expensive markets on...
Blood in the Streets (or, Why Investing in Low CAPE Works)
People often ask me why we use 10 year inflation adjusted PE ratios rather than simple trailing 12 months.
Below are two charts that...
Would You Rather?
I don't pretend to consume information the same way my readers do (I still don't have a Kindle or iPad, though probably should). I...
You Are Not A Good Investor
You probably think you are good at picking stocks (and investing in general). I hate to be the bearer of bad news, but you...
Activist Investing – 9 Stocks They’re Buying
Quartz had a fun profile of some activist investors recently. The profiled best friends Ackman, Icahn, and Loeb in addition to Greenlight, Trian, Jana, Elliott,...
Mebane Faber Research Premium Launches!
It has taken me awhile longer to finally get the technology working here, but I think we are all set.
If you want to go...
Low Nominal, Normal Real
I forgot to add these longer series on yields back to 1900 to our post the other day on real and nominal yields, so...
The End of the Middleman
"I look at where the music industry is now and it’s not helping me so I’ve learned to exist without it!"
Replace every "music industry"...
