How Much Do You Have in Foreign Bonds? Probably Zero.
I've given a speech on global stock market valuations about 20 times over the past few years. Usually, if the crowd is small enough,...
How Does a Market Get Cheap? The P in P/E
I wrote an article a few months ago on global valuations (we just updated the valuation metrics for 44 countries and sectors on The Idea...
Travel: NYC, Arizona
I'll be in NYC at QuantCon April 7-11 and Arizona at FPA Retreat April 25 - 28.
Come say hello!
Summary of the RoboAdvisor Space
Below is a basic chart cobbled together from public information and some ballpark guesses on my part. If you find any inaccuracies, let me...
Best Tweets of the Week
I'll start publishing this weekly instead of monthly...here's the first!
What You Don’t Want to Hear About Dividend Stocks
When was the last time you had an idea that resulted in the threat of your torture?
In the early 1600s, Galileo was expanding upon...
Always Read the Endnotes
Two fun endnotes from a recent Arnott article:
1. Active managers have failed to deliver on clients’ return expectations through no fault of their own....
Best Tweets of February (and Jan too)
Last week I polled my Twitter followers, and as a result we're moving the "Best Tweets" feature from monthly to weekly. It may end up as...
