Category Archives: Uncategorized

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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Great time to be an investor…. maybe….

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

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Gold Watch

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.

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Gundlach Slideshow

3-10-15 Webcast Slides – FINAL for Distribution

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