Real Returns
This is an older post but I had a reader asking about a similar topic so I thought I would repost...
Here are some long...
Intrinsic Value by Another Method
Good post by Thompson on another global value methodology, this time from the bottom up (via ValueWalk).
Broadening the Window – Aligning Indicators with Correct Holding Periods
One of the biggest problems with value is the time it takes to work itself out. Over, and under valued securities and markets can...
Romick and Davis
A couple fun interviews, first Ned Davis and Ritholtz, then Forbes and Romick.
[youtube https://www.youtube.com/watch?v=zbf62fkgaJ4]
Becoming Asset Class Agnostic, or, A Golden Dilemma
People often get attached to their investments. You will hear people described as a goldbug, or a stock guy, or perhaps a dividend income...
Noteworthy for Two Reasons
iShares and an AZ pension fund are teaming up. First, since iShares is launching their first active funds. But more importantly, a real money...
Hussman Speech from Wine Country
Even though I left (and later sold) my car in Paso Robles on the way up, it was worth it to connect with some...
Another $10k Winner
Glad to hear that another blog reader won another big prize this year, the $10k Wagner Award. Going to download it and the other...
Quant Approach to TAA Paper Updated
I updated our 2006 paper "A Quantitative Approach to Tactical Asset Allocation". I am going to send it to The Idea Farm list this...
