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...
and Jim Rogers and Marc (not my uncle) Faber
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...
