Category Archives: Uncategorized

Howard Marks interviews Joel Greenblatt

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Paul McCulley Interview

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What the soaring dollar means

Tom Petruno goes through the implications for businesses, investors, travelers, etc…. Very thorough piece, including how much dollar-denominated debts has been issued by non-bank foreign entities ($9 trillion).

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Latest Marketwatch piece

Click on the pic below for the piece.

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Dynamic allocation for target date funds

Starting valuations matter. Your age alone shouldn’t dictate allocation.

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James Grant on CNBC

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Morningstar interviews Ben Inker

Domestic stocks are expensive and domestic small-caps especially so. High quality stocks (those businesses that can earn a consistently high return on capital over a full cycle and have low debt) are slightly better, but not much. International developed stocks … Continue reading

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Sum-of-the-parts analysis of Yahoo!

Is Yahoo! cheap? Is Alibaba expensive? Both? Brett Arends discusses. (Click on graphic below for his piece.)

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Chart of the day: Country CAPE

Constructed with data as of Dec. 14, 2014 from Research Affiliates:

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Friday Reads

Morningstar’s Scott Cooley takes this NYTimes piece to task for elevating high fees over lack of savings as the primary cause of America’s retirement difficulties. Michael Lewis, reflections on Flash Boys, one year later….. Henry Blodget says stocks are expensive, … Continue reading

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