This is a summary of links featured on Quantocracy on Saturday, 05/30/2015. To see our most recent links, visit the Quant Mashup. Read on readers!
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Chapter 5 The Permanent Portfolio [Meb Faber]This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook. If you promise to write a review, go here and Ill send you a free copy. – Harry Browne was an author of over 12 books, a one-time Presidential candidate, and a financial advisor. The basic portfolio that he designed in the 1980s was balanced across four simple assets
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What Do Falling Corporate Profits Mean With Stocks Near Their Highs? [Dana Lyons]If youve followed this blog for awhile, you may have noticed that we dont cover fundamental or economic data too often. That is for a good reason: we dont use it, at all. Occasionally, however, a data point will cross the radar that piques our interest for whatever reason. So it is with the current state of U.S. Corporate Profits. The U.S. Bureau of Economic Analysis released the lat
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Discussing Deep Value and the Acquirer s Multiple at Harvard [Greenbackd]A little over a month ago I travelled to Harvard to speak to Michael Parzens business statistics class on Deep Value and the acquirers multiple. Here is the recording of that talk. You can get a free list of the best deep value stocks in the largest 1000 names on The Acquirers Multiple. Buy my new book Deep Value: Why Activist Investors and Other Contrarians
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Equally Weighted Portfolios [John Orford]Old school German and Austrian professors operate on 'academic time'. When you are told to meet at 3, they really mean a quarter past. You wouldn't want to reverse the tables though. Better to be a quarter of an hour too early than too late. I never got the hang of academic time. Same with investing. Rather than getting your fingers bu