Clik here to view.
What’s Cheap?
US stocks, based on long term valuation techniques, are the most expensive in the world. Expected returns over the next decade, again based on long term valuation techniques, are somewhere south of 5%...
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It’s A Big World Out There
Home country bias is the tendency for investors to focus more on their domestic economy and markets. For most of the people reading this the US markets are home and with the Dow breaking 17,000 this...
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Going Nowhere Fast
It wasn’t a pretty week for stocks globally. Almost every major market was down – one prominent exception was Japan – and the minor ones were down more. China experienced a 6.5% hiccup mid-week that...
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One More Time: The Economy Is Not The Market
The title is a shorthand way of saying that the most recent performance of the economy isn’t predictive of the future performance of the stock market. The bottom line is that GDP growth today doesn’t...
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Country ETF Update
The theme for Single Country ETFs over the last month is either countries that produce a lot of natural resources (commodities) or Countries in which sane people don’t invest. Okay, maybe sanity isn’t...
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Valuations: It Is Different This Time
(with additional contributions from Margie Fernandez; edited by Joe Calhoun) The Net Worth of Non-financial Corporate Business declined slightly in Q1 2017 according to the Federal Reserve’s Financial...
View ArticleClik here to view.
What’s Cheap?
US stocks, based on long term valuation techniques, are the most expensive in the world. Expected returns over the next decade, again based on long term valuation techniques, are somewhere south of 5%...
View ArticleClik here to view.
It’s A Big World Out There
Home country bias is the tendency for investors to focus more on their domestic economy and markets. For most of the people reading this the US markets are home and with the Dow breaking 17,000 this...
View ArticleClik here to view.
Going Nowhere Fast
It wasn’t a pretty week for stocks globally. Almost every major market was down – one prominent exception was Japan – and the minor ones were down more. China experienced a 6.5% hiccup mid-week that...
View ArticleClik here to view.
One More Time: The Economy Is Not The Market
The title is a shorthand way of saying that the most recent performance of the economy isn’t predictive of the future performance of the stock market. The bottom line is that GDP growth today doesn’t...
View ArticleClik here to view.
Country ETF Update
The theme for Single Country ETFs over the last month is either countries that produce a lot of natural resources (commodities) or Countries in which sane people don’t invest. Okay, maybe sanity isn’t...
View ArticleClik here to view.
Valuations: It Is Different This Time
(with additional contributions from Margie Fernandez; edited by Joe Calhoun) The Net Worth of Non-financial Corporate Business declined slightly in Q1 2017 according to the Federal Reserve’s Financial...
View ArticleClik here to view.
Weekly Market Pulse: Time To Get Contrarian?
Remember, your goal in investing isn’t to earn average returns; you want to do better than average. Thus your thinking has to be better than that of others – both more powerful and at a higher level....
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Weekly Market Pulse: Currency Illusion
When we think about the challenges facing an investor today, the big problems, the things we worry about that could cause a lot more harm than some interest rate hikes, are mostly outside the United...
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