Bull Markets 1871 to July 2014: Duration and Magnitude (Update)
Bull Markets 1871 to July 2014: Duration and Magnitude (Update) by Greenbackd The little wobble in the market last week made … Read more
Bull Markets 1871 to July 2014: Duration and Magnitude (Update) by Greenbackd The little wobble in the market last week made … Read more
Worried about a Crash? (Part 2) Backtests Using Shiller PE to Time The Market (1926 to 2014) by GREENBACKD I … Read more
By Greenbackd Charlie and I would much rather earn a lumpy 15% over time than a smooth 12%. –Buffett, Chairman’s Letter (1996) … Read more
Daily Closing Prices and Drawdowns for the Dow Jones Industrial Average ($DJIA) from May 1885 to July 11, 2014 by GREENBACKD … Read more
John Maynard Keynes and the Performance of Value, Glamour and the Market (1926 to April 2014) by GREENBACKD. I’ve been … Read more
Performance of Value During Market Drawdowns (June 1951 to December 2013) by GreenBackD As we’ve seen over the last few … Read more
By Greenbackd The combo value metric is the final frontier in value investment. The dark side of the moon. The manned … Read more
By greenbackd The dividend yield is a popular value metric for investors for two reasons. First, it’s the obvious metric for investors favoring income over … Read more
By greenbackd The price-to-book value ratio (PB) is the granddaddy of the value metrics. Book value is preferred by many value investors to cashflow … Read more
by Greenbackd The price-to-cashflow ratio (PCF) is a popular metric among value investors. Many believe that using cashflow, rather than … Read more
By greenbackd The humble price-to-earnings (PE) ratio is a remarkably well-performed fundamental ratio. While I generally favor the enterprise multiple when demonstrating the … Read more
By Greenbackd Many value investors regard the period since the beginning of 2008 as a difficult one for value strategies. After the … Read more
By Greenbackd Last week I looked at the implications of all-time-high valuations on returns in the S&P 500. This week … Read more
By greenbackd Last week I ran a post about the median stock trading at an all-time high valuation that included this chart … Read more
By greenbackd Great charts in a piece by “Millennial Investor” Patrick O’Shaughnessy called The Five Year Market Metamorphosis. O’Shaughnessy says that the market … Read more