Category Archives: Uncategorized
Click on the pic below for the piece.
Starting valuations matter. Your age alone shouldn’t dictate allocation.
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
Is Yahoo! cheap? Is Alibaba expensive? Both? Brett Arends discusses. (Click on graphic below for his piece.)
Constructed with data as of Dec. 14, 2014 from Research Affiliates:
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
Our friend, Mebane Faber, says it’s a great time to be an investor. Asset allocation is a commodity, and you can get it cheaply now. He’s right. Hmmmmm, if only asset prices were better….. Right now it seems as if … Continue reading
Brett Arends thinks it’s plausible that Apple can be a lux brand with its new watch. His piece is complete with a reference to the old Claymore/Robb Report Global Luxury ETF.
3-10-15 Webcast Slides – FINAL for Distribution