Category Archives: Uncategorized

Latest MarketWatch article — stop chasing dividend yield

Click on the pic below to read the article.

Posted in Uncategorized | Comments Off on Latest MarketWatch article — stop chasing dividend yield

Bubble

Posted in Uncategorized | Comments Off on Bubble

Quote of the Day

“We’re living in a brave new world,” UBC’s Davidoff said, “where internationally mobile capital is actually chasing single family homes and apartments. That didn’t use to happen as much. —Tom Davidoff, Professor, University of British Columbia

Posted in Uncategorized | Comments Off on Quote of the Day

Morningstar’s Christine Benz on retirement

Don’t focus on current income. Total return, including capital gains, count. (Because, hey, yield alone won’t provide enough cash flow in most cases.)

Posted in Uncategorized | Comments Off on Morningstar’s Christine Benz on retirement

GMO 7-Yr forecast, June 30, 2016

Click on the image below to enlarge.

Posted in Uncategorized | Comments Off on GMO 7-Yr forecast, June 30, 2016

Grantham on Brexit

Click on the page pic below to open the pdf file.

Posted in Uncategorized | Comments Off on Grantham on Brexit

Fama and Thaler

Posted in Uncategorized | Comments Off on Fama and Thaler

Charlie Dreifus on value investing

Dreifus’s funds are Royce Special Equity (RYSEX) and Royce Special Equity Multicap (RSEMX).

Posted in Uncategorized | Comments Off on Charlie Dreifus on value investing

Jim Grant on CNBC

Posted in Uncategorized | Comments Off on Jim Grant on CNBC

Latest WSJ article on forecasting asset class returns

Click on the pic below to read the article:

Posted in Uncategorized | Comments Off on Latest WSJ article on forecasting asset class returns