Does Shiller PE Work in Foreign Markets?
After building lots of Shiller CAPEs for foreign markets it was refreshing to see this paper published recently. Nice work Joachim!
Does the Shiller-PE Work...
The 10 Best, and Worst, Times in History to Invest
Let's say you just decided whether to invest once a year, and your timeframe was for the next 10 years. What have been the...
Portfolio Trackers
Curious why Morningstar, Google Finance, andYahoo Finance do not have the ability to pull portfolios ala Mint for tracking? Seems like such a no-brainer.
Best...
Baupost, Tiger, Buffett Two Years Later
I did a series of articles for Forbes in 2010 highlighting the 13F investment approach and demonstrating a few solid managers. Below are links...
Stock Picking Contests
We've had a number of blog readers win research prizes for white papers over the years. I just saw a new contest sponsored by...
The King of TAA
Sounds like a good book title...nice post from Wes Gray
"Based on a cadre of fairly simple TAA models, combining risk parity, momentum, and moving...
That Moment
When you uncover a gem that you haven't seen anywhere else that is really simple with powerful returns that just makes so much sense.
Looking...
Permanent vs. Temporary Loss of Capital
As always, a fun read from the good folks at Research Affiliates, Institutionalizing Courage (May 2012):
"Ben Graham liked to distinguish between a temporary loss of value and...
