Why Value Investing is So Hard (Russian Edition)
Disclosure: Funds I manage and clients own Russian stocks and ETFs.
Many times on this blog I've mentioned that for every investing strategy there needs...
New Book is Out!
My new book is finally available on Amazon! Here is the link:
Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns...
Recent Tweets
Until a time comes when the Abnormal Returns for Twitter launches, every month or so I'll post my favorite Tweets and links below from...
New Book (#3) Out Soon
It's awfully nice out in SoCal so I may not finish this weekend, but my new book should be out in the next few...
CAPE Valuation Bollinger Bands
I was trying to do everything to avoid going to the gym last nite so I put together this chart. 25% cheapest, 25% most...
Newton’s Revenge
Being a currency buff, I have always found Bitcoin and all of the other "alternative" currencies to be interesting, and a pleasant distraction. A...
The Most Expensive Stocks are Near Their Most Expensive
Alliance Bernstein has a sneaky good blog.
I think this chart is very telling of where we are now...likely a great time to be...
Stocks Up, Bonds Down
At least, that's what everyone thinks:
HT Advisory Perspectives & Sundarden
Travel and Speeches
While I just got home to my own bed, I'm getting read to hit the road again. Below is a list of upcoming speeches...
