Keeping it Simple: Trend and Valuation
My friend John Hussman has done a lot of great work looking at stock returns during different regimes. At the end of the post...
Are there Opportunities or Not?
It is interesting to me to hear the famous value guys disagreeing on market opportunities lately. Some are talking about finding lots of opportunity,...
How to Win NFL Pick’em
I posted this article way back in 2010. It is a simple quant, anti-consensus method to win your NFL (or any sport) pickem league...
Mom’s Buying Munis
My mother (that I love more than anything on the planet) is the near perfect contrarian signal when it comes to investing. Rarely do...
New Contest – $45k & Travel
Another contest, this one for the super model nerds, over $40k in prizes and top finishers also get a free trip to NYC.
Model Off...
Shareholder Yield Presentation
Giving a talk next week online, feel free to join in and ask some great questions!
Join me, Mebane Faber, for my live presentation:Global Stock...
CAPE Ratio for Stocks and Weekend Reading
Want to know the CAPE for your favorite stock? Curious about GOOG (52) DELL (9) or JCP (6)?
Here you go!
http://www.caperatio.com
A few books that just...
CAPE Values for Frontier Markets
Damodaran's post the other day (and a reporter inquiry) led us to add 15 new countries to our CAPE tables. We will send out...
The Jay Cutler Bull Market
It is interesting to note that CNBC viewership largely tracks the market. Up in good times, down in bad times - with the exception...