Cambria Fundraise
If you’ve been following our writing and research over the years, you may remember occasional mentions of some milestones reached by my investment company,...
Valuing Stocks on 10 Year Book, Dividends, and Cash Flows…
I've written about using valuation till I'm blue in the face, in particular using the CAPE ratio. (Here is a an old summary post.)...
How A Trump Or Clinton Win Will Impact Your Investments
For many investors, this election is a nightmare. It feels a bit like taking your chances against, say, jumping in the ocean with a...
Modern Dow Theory
I love the research from The Leuthold Group. Their Green Book is a like a present showing up every month in my inbox. I...
How I Invest My Money
What percentage of mutual fund managers have $0 invested in their own fund?
According to Russ Kinnel at Morningstar FundInvestor, the answers will surprise you. ...
Should Harvard’s Endowment be Managed by a Robot?
I used to write about the top college endowments quite a bit - turn back seven years and my first book was on the...
The 5:2:1 Rule
I often reference the 5:2:1 rule on the podcast. Those are the real returns, net of inflation, that stocks, bonds, and bills have returned...
You Don’t Have to Play
I was giving a speech this week to the Stansberry group in Las Vegas and was, as always, talking about valuations. Specifically I was...
