Money and Finance
- John Mauldin: Forecast 2014: The Capes Of Hope
Link to: Forecast 2014: The CAPEs of HopeLast week's letter focused on my 2014 outlook for the US stock market and highlighted an important, but controversial, measure for long-term valuations: Robert Shiller's cyclically adjusted price-to-earnings...
- Broyhill Asset Management: Solid As An Oak
Great presentation on the investment merits of Oaktree (OAK). Link to: Solid as an OAK .................... Related link: Broyhill Q3 Update .................... UPDATE 1/2/2013: A Conversation About Oaktree ...
- Weekly Roundup - June 7, 2015
Quick update this week since Luke is giving me a chance to write a little bit. He hasn't strung together two consecutive good days in the last week but yesterday was good and today has been good so far. We're working on another update on...
- Net Worth Update - December 2014
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. Since more and more of my net worth is tied to the markets, there's...
- Dividend Update - November 2013
November is now in the books and now it's time for again for my favorite monthly update, my dividend update. These dividend updates reflect all dividends that I receive through my investing pursuits and I hope can help inspire you to take control...
Money and Finance
Broyhill Asset Management Investment Update
Our last investment update was published shortly after the November elections. At the time, we suggested that historically, markets don’t care very much about election results and noted that year-end rallies were quite typical in election years. Since then, stocks have rallied double digits and three months later, investors are confronted with yet another set of uncertainties. So we figured this was a decent time for an update on portfolio strategy and our investment outlook for capital markets in an environment now naively classified as The Great Rotation. This letter serves to share a few of the points we've discussed internally during the past week. The bottom line can be expressed as follows: Too much optimism in the short term; better value abroad in the long term.
- John Mauldin: Forecast 2014: The Capes Of Hope
Link to: Forecast 2014: The CAPEs of HopeLast week's letter focused on my 2014 outlook for the US stock market and highlighted an important, but controversial, measure for long-term valuations: Robert Shiller's cyclically adjusted price-to-earnings...
- Broyhill Asset Management: Solid As An Oak
Great presentation on the investment merits of Oaktree (OAK). Link to: Solid as an OAK .................... Related link: Broyhill Q3 Update .................... UPDATE 1/2/2013: A Conversation About Oaktree ...
- Weekly Roundup - June 7, 2015
Quick update this week since Luke is giving me a chance to write a little bit. He hasn't strung together two consecutive good days in the last week but yesterday was good and today has been good so far. We're working on another update on...
- Net Worth Update - December 2014
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. Since more and more of my net worth is tied to the markets, there's...
- Dividend Update - November 2013
November is now in the books and now it's time for again for my favorite monthly update, my dividend update. These dividend updates reflect all dividends that I receive through my investing pursuits and I hope can help inspire you to take control...