Money and Finance
- Links
Mark Zuckerberg's latest book club book is also a Charlie Munger recommendation, Genome: The Autobiography of a Species in 23 Chapters (LINK) Charles Brandes and the orthodoxy of value investing (LINK) Related book: Brandes on ValueBruce...
- John Mauldin: Time To Row, Or Sail?
A few weeks ago, Ed Easterling and I updated the work we published almost ten years ago about secular bear and bull markets in chapters 5 and 6 of Bull's Eye Investing. This week I am in Maine at the annual Shadow Fed fishing trip (for those of us...
- John Mauldin's Outside The Box: Converging On The Horizon - By Ed Easterling
The end is near! Stock market history and earnings cycle history are converging. As a result, the market is likely to be down for the year 2011 or 2012. If not, then it will have been different this time. Crestmont’s research focuses primarily on long-term...
- John Mauldin's Outside The Box: Game Changer - By Ed Easterling
Investors are confronting the reality of the current secular bear market. It is both the consequence of the previous secular bull market and the precursor to the next secular bull. The duration of the current secular bear period is uncertain. Should inflation...
- John Mauldin's Outside The Box: Stay Out Of The Room - By Ed Easterling
One of my favorite analysts is Ed Easterling of Crestmont Research. We used to get together a whole lot more when he lived in Dallas, but he has since moved to the wilds of Oregon. Ed’s first book, Unexpected Returns, is a classic work that I think...
Money and Finance
John Mauldin: Bull’s Eye Investing (Almost) Ten Years Later
It's been almost a decade since I co-authored with Ed Easterling of Crestmont Research some research in this letter that later became chapters five and six of Bull's Eye Investing. Although the ten-year anniversary of the book is actually 2013, the current vulnerabilities in the markets encouraged us to revisit the material a bit early, to prepare you for what lies ahead. Reflecting back to yesteryear gives us the opportunity to assess the accuracy of our insights.
- Links
Mark Zuckerberg's latest book club book is also a Charlie Munger recommendation, Genome: The Autobiography of a Species in 23 Chapters (LINK) Charles Brandes and the orthodoxy of value investing (LINK) Related book: Brandes on ValueBruce...
- John Mauldin: Time To Row, Or Sail?
A few weeks ago, Ed Easterling and I updated the work we published almost ten years ago about secular bear and bull markets in chapters 5 and 6 of Bull's Eye Investing. This week I am in Maine at the annual Shadow Fed fishing trip (for those of us...
- John Mauldin's Outside The Box: Converging On The Horizon - By Ed Easterling
The end is near! Stock market history and earnings cycle history are converging. As a result, the market is likely to be down for the year 2011 or 2012. If not, then it will have been different this time. Crestmont’s research focuses primarily on long-term...
- John Mauldin's Outside The Box: Game Changer - By Ed Easterling
Investors are confronting the reality of the current secular bear market. It is both the consequence of the previous secular bull market and the precursor to the next secular bull. The duration of the current secular bear period is uncertain. Should inflation...
- John Mauldin's Outside The Box: Stay Out Of The Room - By Ed Easterling
One of my favorite analysts is Ed Easterling of Crestmont Research. We used to get together a whole lot more when he lived in Dallas, but he has since moved to the wilds of Oregon. Ed’s first book, Unexpected Returns, is a classic work that I think...