Valuation Based Equity Market Forecasts: Q2 2014
Any analysis that relies on the past to offer guidance about the future makes the strong assumption that the future…
1Global CAPE Model Optimization
Check out our new whitepaper, published in collaboration with Mebane Faber, and based on his recently published ‘Global Value: Building…
Why Now Is Not the Time for Buy and Hold
The most common question I get from clients is, ‘Is now a good time to invest in stocks?’ What clients…
