What Siegel is Missing
Jeremy Siegel talks about CAPE in a recent FT article. He has a few criticisms, but misses the bigger picture in my opinion.
1. He...
The Disruption Continues
What used to be marketed as alpha is really just simple indexes once you shed some light on it....(Sculpture from Tim Noble and Sue...
Dividend Yield Strategies in a Rising Rate Environment
Great stuff as always from the O'Shaunessey crew illustrating a few key points I agree with (my summary points):
1. US stocks are more expensive...
World CAPEs
I thought it would be interesting to visualize all of the countries and their 10 year PE ratios in one chart.
Enjoy!
Rukeyser Reborn
I posted a series of investing ideas earlier in the year, and it is good to see people are tackling them! My friend Wes...
Does Global CAPE Work?
With news Shiller and Gundlach are teaming up on some domestic CAPE funds, we turn our attention to our global CAPE work. From end...
Weekend Reads
I have come to post most of my links and what I'm reading over on Twitter these days, so if you're interested you can...
Ackman vs. Loeb vs. Soros vs. Icahn
It seems like the financial news consists largely of news items on what these four managers are up to. Who is buying Herbalife, what...
Undervalued Fantasy Players
I've chatted with the Sports Insights crew for a while on constructing quant ideas in the sports analytics world. They consistently do a good...
Country Multiples…Gabon a Buy?
Great post from NYU prof Damodaran on country multiples. (HT: Marcus)
While we only did 40 or so countries, he takes it all the way to...
