The Problem with Buybacks
Valuewalk has a nice mention of a new recent report from Goldman on buybacks (US Thematic Views, Oct 7th will update with attachment if they...
Webinar Tomorrow
Tune in and ask some questions!
THURSDAY, October 24, 2013
10:00 AM EST, 3:00PM BST
Accepted for 1 hour CFA® credit.
The Stock Market Time Machine
You often see claims in ads about unbelievable returns in the markets. Even though markets have only returned about 5-10% per annum historically, you...
Asness on CAPE
Fun interview with Consuelo:
[youtube https://www.youtube.com/watch?v=EB_xqnNYAAM]
What’s in Store for Year End?
One of the benefits of having written 1,400 articles on a blog is you can go back and revisit them. (and often cringe!)
Below is...
Pre and Post Tax Profit Margins
Yardeni does a great chartbook. Below are two charts from his Sep publication...
ETF Contest
I enjoyed hearing one of the top three ETF issuers mention all the ETFs that needed to be launched have been launched. So, with...
The Dividend Challenge
I was giving a talk the other week in Chicago and one audience member asked me what was my biggest concern in the markets....
The Perfect Asset Class
I wanted to illustrate a point I was trying to make to a friend about asset allocation. Most people approach it with the "more...
20% YTD, is that Normal?
I used the word "normal" above on purpose, as there is really nothing normal about stock returns. They tend to be more extreme than...
