John Authers on GMO’s monetary-adjusted CAPE

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James Montier on the pain of being a contrarian

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Stop buying high and selling low

Click on the pic below to read the story.

up and down market

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The Fed has pushed the market higher

Click on the pic below to read the story.

janet gooses the market

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Weekend reads

The problem with buybacks, Gretchen Morgenson, NYTimes
Profits are too high; America needs competition, The Economist
Journalists need to get out more, Simon Kuper, Financial Times
Divorce exacerbates retirement crisis, Helaine Olen, Slate
A bunny market, Jim Paulsen, WellsFargo
Tesla’s direct sales model, Evan Niu, Motley Fool
Has commercial real estate peaked? Peter Grant, WSJ

Monetary policy-adjusted CAPE, James Montier, GMO (click on image of paper below)
mpa CAPE

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My latest MW piece on how 100% stocks can ruin your retirement

Click on the pic below to read the piece….

runway rain

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Michael Burry makes a brief cameo in The Big Short

Brought to my attention by @valuetakes

The guy on the phone, 0:06-0:07….

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Charts of the day: Manufacturing employment

Inspired by this NYTimes piece, which rightly asks its readers to consider the decline in manufacturing jobs in relation to the rise in population….. This chart doesn’t do that….

manufacturing employment

financial sector employment 2

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Grant on the Fed and Valeant

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Chart of the day: Country CAPE

shiller pe march 2016

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