Is The Big Bear Over?
This is a good piece on secular bull/bear markets from Ed Easterling on Barry's blog.
I had never thought of visualizing the CAPE this way,...
Webinar Tomorrow (Tuesday)
I"m doing a webinar with Zack Miller tomorrow - it's different than most talks I do - this one is focused on the publishing...
Which PE Ratio is Best?
In honor of the good professor winning the Nobel prize today, I thought I would show a quick chart we have never published. It...
Asset Allocation Strategies
I'm adding another allocation from some of my favorite writers at the Butler Philbrick shop. They did a post here with an allocation below....
iTunes Podcast
I know a lot of my readers don't use Twitter, so every week I'll post a few tidbits that you may have missed.
This week...
The BIGGEST Problem with Buy and Hold
The title could just as easily have been 'The Problem with Market Cap Weighting'
When overvalued assets grow to be bigger and bigger parts of...
Investing with a Legend: Michael Price
I'm going to do a series for readers of The Idea Farm where I identify and chat about my 20 favorite hedge fund managers...
Travel: NYC & Mexico City
I'll be in NYC the last week of the month to chat up The Evolution of Active Asset Allocation, and best part, it's free!...
The Big Mistake
The biggest mistake investors can make that risks them blowing up is concentration, especially coupled with debt/leverage. One would think that, at the time,...
Playbook for When the Government Restarts
How have assets performed in previous gov shutdowns? And how do they do in the following two weeks? Scott Minerd answers with buy stocks...
