Research Updates (CAPE)
We will be doing our quarterly CAPE updates on The Idea Farm next week at quarter end.
Some other great research we've highlighted on...
Dads Love Dividends
Happy Father's Day to all the dads out there...I'm fishing with mine in Alaska! Pic below of us in Denali before heading out on...
QTAA Update: Conclustions and FAQs
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
Really Bad Months
Last month saw most asset classes decline, with the exception of US equities. I thought I would put the declines in perspective - the...
QTAA Paper Update: Weightings 10/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
Economic Fundamentals Suggest Higher Yield
I really look forward to Minerd's purple charts of the week in their Macro View. Today's:
"Historically, the real yield on 10-year Treasuries has closely...
QTAA Paper Update: Alt Cash Strategies 9/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
QTAA Paper Update: Extensions 8/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
QTAA Paper Update: Vol Clusters 7/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...