How Much Are Those Dividends Costing You?
If you enter the phrase “dividend investing” in Google, how many entries do you expect you’ll get?
I got 57 million in 0.60 seconds.
A search...
Don’t Use the CAPE Ratio
Lots of commentary lately on the CAPE ratio (here are recent articles by Arnott, Swedroe, GMO, and Miller).
I've written a book, a white paper, and...
Tweets of the Week
Sorry I was a little slow on this, so it's Tweets of the (Last Two) Weeks
50% Returns Coming for Commodities and Emerging Markets?
If history is any guide, we’re standing at the edge of 40%--96% returns over the next two years.
This isn’t wishful thinking or wild speculation....
Looking Back
Back in early 2014 I penned a Market Outlook. The main points were:
1. 2013 – A Monster Year for Stocks
2. …But Valuation Will be...
Things I Find Beautiful, Useful, or Downright Magical
I travel quite a bit, and often will sit down with friends over dinner and chat about companies, ideas, lifestyles, etc. Often I'm struck when...
Getting What You Pay For
There are a lot of index funds in drag. Below are three must reads on the topic.
If you are going to stray from market...
The 5 Mistakes Every Investor Makes
The 5 Mistakes Every Investor Makes is a recent book I read by Peter Mallouk, the #1 Investment Advisor in America. (I'm not poking fun, that's...
Minimum Loss Portfolio
There's all sorts of cool tools to play around with on PortfolioCharts.com.
One new addition is the ability to select a group of assets, the...
10 Best Articles from Q1
Below are a few upcoming speeches. If you are in town and want to schedule a meeting, or just want to say hello, please...
