Hugh Hendry on Gold, China, Treasuries …

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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)

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It looks like the 5th! Edition of Stocks for the Long Run will be out in a month or two.  I am highly curious...

Cat Bonds

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To all our friends on the east coast, please be safe! We sent out an issue of The Idea Farm that is related to catastrophe...

Best Accent Contest

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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

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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

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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

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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

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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)

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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

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I have had a great time chatting up the Butler & Philbrick crew lately, as they are putting out some of the best research...