Understand Your REAL, Real Returns
Just passing this paper along from the comments section. It’s a very good read on real, real returns on various asset classes. This is crucial...
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How to beat The Little Book That Beats The Market: Redux (Part 3)
In How to Beat The Little Book That Beats The Market: Redux (and Part 2) I showed how in Quantitative Value we tested Joel Greenblatt’s...
Why ETFGuide Is Dead Wrong About John Bogle
Editor's note: Below is John C. Bogle’s rebuttal letter to Ron DeLegge’s Feb.13, 2013 article titled, “Why John Bogle is Wrong about ETFs.” Mr. Bogle...
Inflation, Jobs, and Real GDP
I see that Paul Krugman is still insisting that Britain’s problems are due to fiscal “austerity,” which would only make sense if they were stuck...
Blackstone Places Big Bet On Residential Real Estate
Stephen Schwarzman, chairman and CEO of The Blackstone Group L.P. (NYSE:BX) said the private equity firm is betting big on residential real estate during an...
BLS: Job Openings “Little Changed” in January
There were 3.7 million job openings on the last business day of January, little changed from December, the U.S. Bureau of Labor Statistics reported today....
A Different Way to Look at Inflation
For reasons that are entirely understandable, tomorrow’s retail sales report is attracting a lot more attention than Friday’s report on consumer prices as the latter...
Vale Suspends Major Potash Project: Implications for All Players
Brazil’s Vale (VALE, quote) never one to shy away from a chance to waste some capital, has decided to scuttle one of the major potash...
Hedge Fund Short Sellers Hone In On Two German Companies
Once again it is time for a update on hedge fund short positions, we haven’t covered Germany in a while now, where hedge funds have...
Saut: Pullbacks Will be Buying Opportunities
“Further, today is session 49 in the current “buying stampede,” with the longest stampede chronicled in my notes of some 50 years ending at 53...