Money and Finance
- Hussman Weekly Market Comment: Confidence Abounds
Confidence abounds. Last week, Investor’s Intelligence reported a surge in advisory sentiment to the highest bullish percentage since October 19, 2007. The National Association of Active Investment Managers (NAAIM) reported that the 3-week average equity...
- The Canadian Model: Invented In South Dakota?
Found via Abnormal Returns. It looks like the South Dakota Annual Report is also available HERE. What public pension system in the US of A is the best? Seriously, take a second and jot down the retirement system or investment council you think generates...
- Hussman Weekly Market Comment: Anatomy Of A Bubble
Presently, the Shiller P/E stands at 24. Be careful how you interpret the data in the table for Shiller P/E's above 24, since these levels were almost never observed in data prior to the late-1990's market bubble. You can see the odd effect of...
- Weekly Roundup - November 2, 2013
This week meant it was back to the grind of work. Which, after the fun of water line problems that I went through the last time I was home, work actually brought a much needed relief from the hassle that I had to deal with. Although if I had the option,...
- Something To Do In Your First Year Of Early Retirement That Will Continue To Pay "dividends"
I've been thinking a lot about early retirement lately mainly due to the great time that I've had on my days off. It's worked out to where I've been off more the last 1.5 months than usual which has been absolutely awesome and led to some...
Money and Finance
GR-NEAM Reflections: 09/03/2013 - First-Time Homebuyer Assistance 2.0
Private equity’s entrance into the single family home market coincided with the acceleration in home prices over the last year and a half. Early returns were impressive, but rising values and cut-throat competition for properties has had a self-limiting effect on returns. The early results of such investment activity are mediocre.
- Hussman Weekly Market Comment: Confidence Abounds
Confidence abounds. Last week, Investor’s Intelligence reported a surge in advisory sentiment to the highest bullish percentage since October 19, 2007. The National Association of Active Investment Managers (NAAIM) reported that the 3-week average equity...
- The Canadian Model: Invented In South Dakota?
Found via Abnormal Returns. It looks like the South Dakota Annual Report is also available HERE. What public pension system in the US of A is the best? Seriously, take a second and jot down the retirement system or investment council you think generates...
- Hussman Weekly Market Comment: Anatomy Of A Bubble
Presently, the Shiller P/E stands at 24. Be careful how you interpret the data in the table for Shiller P/E's above 24, since these levels were almost never observed in data prior to the late-1990's market bubble. You can see the odd effect of...
- Weekly Roundup - November 2, 2013
This week meant it was back to the grind of work. Which, after the fun of water line problems that I went through the last time I was home, work actually brought a much needed relief from the hassle that I had to deal with. Although if I had the option,...
- Something To Do In Your First Year Of Early Retirement That Will Continue To Pay "dividends"
I've been thinking a lot about early retirement lately mainly due to the great time that I've had on my days off. It's worked out to where I've been off more the last 1.5 months than usual which has been absolutely awesome and led to some...