Weekend Reads
Three good reads this weekend from Barron's and the WSJ.
First, the Barron's ETF Roundtable.
Next, an interview with Ben Inker at GMO, much...
Time Spent Before Making a Purchase
I made a offhand remark on Twitter awhile back but was curious about how much time people spend researching before purchasing something.
"Amount of time...
Asset Allocation Tactical Backtester Download
I'm not sure why I didn't do this before now, but I'm going to try and make a simple asset allocation backtest Excel sheet...
What Works Better, Earnings or Dividends?
I wanted to take a look at another long term valuation metric to see how it does relative to our CAPE metric from our...
Top 10 ETF Launches of the Year
I think this is a really interesting article for a few reasons.
1. The continued acceptance of ETFs by large institutions. Not just acceptance, but...
Travel: Mexico City
I'll be in Mexico City next week, drop me a line if you want to meetup!
Also on the schedule in the next two months...
Are Stocks Overvalued?: CAPE vs. Dividends
People seem to have a lot of misgivings when it comes to CAPE. I have no idea why as almost all valuation indicators usually...
Gameplan for 2014?
We did a paper years ago that combined the Presidential Cycle and the January Effect. It was also known as our least read paper....
What Would You Rather Own?
From this paper:
Emerging markets have > 30% world GDP, but only 12% of world market cap. A Shiller CAPE of about 15. 55% of...
The Dividend Challenge
Beginning in the 1980's Pepsi started running the Pepsi Challenge -- television commercials featuring taste tests that would pit their soda versus Coca-Cola. Tasters...
