Hugh Hendry on Gold, China, Treasuries …
If you haven't been to Hedge Fund Letters in awhile, stop by. I've found a solid group of writers for the site, and in...
Stocks for the Long Run & Fall or Winter (Summer)
It looks like the 5th! Edition of Stocks for the Long Run will be out in a month or two. I am highly curious...
Best Accent Contest
I could listen to these legendary investors debate all day...
http://plus.cnbc.com/rssvideosearch/action/player/id/3000124549/code/cnbcplayershare
and Jim Rogers and Marc (not my uncle) Faber
http://plus.cnbc.com/rssvideosearch/action/player/id/3000120365/code/cnbcplayershare
and one more from the good folks...
Mutual Fund Nail in the Coffin
I mentioned this back in May, but my friend Tom writes about ETF NAV trading. I see no reason why this NASDAQ proposal can't...
Sector CAPE
We've been doing a lot of work on longer term valuation metrics, and finding some not so surprising results (buying value works, duh). Shiller...
A New $10k Paper Prize
Man there are a lot of these springing up. Maybe I should start entering our white papers instead of giving them all away for...
A Few Reads
I gave a talk in Seattle on Friday, and one of my slides is the Keynes quote "When the facts change I change my...
When Bonds Go to 0% (Updated)
Added a few links at the bottom.
I was going to do a whole article on this for The Idea Farm, but there is a...
Global CAPE Strategies
I have had a great time chatting up the Butler & Philbrick crew lately, as they are putting out some of the best research...