Author Archives: John Coumarianos

Great risk-adjusted returns for how long?

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Latest WSJ article on low volatility funds (they won’t save your bacon)

Click on the pic below to read the article.

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Bill Gross interview on global debt

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James Grant on the Forgotten Depression of 1921

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GMO Q1 2016 letter

Good luck getting returns from US stocks and bonds…. Click on pic below to read the letter….

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My latest WSJ piece: foreign stocks are cheaper

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Icahn: cautious on markets, we need fiscal stimulus

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Latest MarketWatch piece: The rent is too high

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Latest AdvisorPerspectives piece — Stockbroker economics

Don’t believe stockbrokers who always act as if all news is good news and who think the market is always cheap. Also, don’t trust advisors who think diversification will always bail you out. Click on the image below to read … Continue reading

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John Authers on GMO’s monetary-adjusted CAPE

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