Category Archives: Uncategorized

James Grant on the Forgotten Depression of 1921

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GMO Q1 2016 letter

Good luck getting returns from US stocks and bonds…. Click on pic below to read the letter….

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My latest WSJ piece: foreign stocks are cheaper

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Icahn: cautious on markets, we need fiscal stimulus

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Latest MarketWatch piece: The rent is too high

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Latest AdvisorPerspectives piece — Stockbroker economics

Don’t believe stockbrokers who always act as if all news is good news and who think the market is always cheap. Also, don’t trust advisors who think diversification will always bail you out. Click on the image below to read … Continue reading

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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

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The Fed has pushed the market higher

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