You Are Not A Good Investor
You probably think you are good at picking stocks (and investing in general). I hate to be the bearer of bad news, but you...
Activist Investing – 9 Stocks They’re Buying
Quartz had a fun profile of some activist investors recently. The profiled best friends Ackman, Icahn, and Loeb in addition to Greenlight, Trian, Jana, Elliott,...
Mebane Faber Research Premium Launches!
It has taken me awhile longer to finally get the technology working here, but I think we are all set.
If you want to go...
Low Nominal, Normal Real
I forgot to add these longer series on yields back to 1900 to our post the other day on real and nominal yields, so...
The End of the Middleman
"I look at where the music industry is now and it’s not helping me so I’ve learned to exist without it!"
Replace every "music industry"...
Silliness In Cyprus
There is a lot of silliness going on across the Atlantic with Cyprus and their bank deposit seizure plan. (For those that haven't heard...
Shareholder Yield (aka Total Yield)
Nice to see the journalism outlets starting to recognize the silliness of focusing on dividends in isolation.
Below from this weekend Barron's:
I Have Never Met a Rich Technician
I like Jim Rogers but this quote has always made me chuckle. I could list dozens of rich technicians, but one of the best...
Better Indexing
I was going to do this post as an issue of The Idea Farm, but there is already a two week backlog of good pieces...