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"...
Silliness In Cyprus
There is a lot of silliness going on across the Atlantic with Cyprus and their bank deposit seizure plan. (For those that haven't heard...
Shareholder Yield (aka Total Yield)
Nice to see the journalism outlets starting to recognize the silliness of focusing on dividends in isolation.
Below from this weekend Barron's:
I Have Never Met a Rich Technician
I like Jim Rogers but this quote has always made me chuckle. I could list dozens of rich technicians, but one of the best...
Better Indexing
I was going to do this post as an issue of The Idea Farm, but there is already a two week backlog of good pieces...
We Live in a Real World
Below are two charts that I find highly useful. The first looks at yields on various indexes (the red dot is where we are...
Total Returns for ETFs
I know this is very basic but I have had a shocking amount of conversations lately with people (retail and pro) that seem to...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%. What are the current drivers of...
