Global Stock Value Model
It's been a mellow summer so far in SoCal, and in between my first Tough Mudder and trying to self publish a book I...
Repeating What You Hear
So many times in our world pundits get on TV, or write articles, and simply repeat ideas or "facts" they hear elsewhere without putting...
Blood in the Streets, or Greece
We are finishing up the results of our global CAPE studies, with some pretty incredible results. While we likely will not publish them for...
Sorting Country Equity Markets By Value and Momentum
Below are a few charts that sort country equity ETFs by Value (a combination of CAPE, 1P/E, Cash Flow Yield, Book Value, and Dividend...
New Podcast
I did a little chat with Michael Covel yesterday. The first two minutes are poor quality (my fault due to headphones) but the rest...
Hulbert on Trendfollowing
I like Mark Hulbert and his writing. However he has been doing a few posts on trendfollowing and seems to be missing the mark...
Dividends and Buybacks
Long time readers will know why I really liked this paper by Mauboussin from Legg Mason. (HT: Research Puzzle)
Share Repurchase from All Angles
The prime...
The Ascent of Money on PBS
Parts 1-4 of the PBS Ferguson series, about an hour each.
UPDATE: I can't get these to embed so you can goto PBS and watch...
Macro Pessimism, Micro Optimism
Everyday the news bombards us with negative macro headlines. Troubles in Europe, war in Syria, asset bubbles, and politicians acting idiotically are the norm...
