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(Mostly free) blogs we like
Altos Research Ambrose Evans-Pritchard (Telegraph) Annaly Capital – Executive Insights Behavioral Macro Bespoke Invest Bruce Krasting Christopher Whalen Condor Options Consumer Metrics Institute Daily ETF Flows Dr. Ed’s Blog Doug Short Economics of Contempt EconoPic EuroIntelligence FactSet FRBSF Economic Letter FT Alphaville (paywalled) FT Money Supply (paywalled) FT – Martin Wolff (paywalled) FT – Long Short (paywalled) Humble…
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VIX and subsequent performance
How many times do you read “the VIX is so low, everybody is complacent, a crash must be around the corner”. Or “the VIX peaked, the fear has peaked, this is the moment to buy”? Contrary to conventional wisdom we found that a low VIX Index contains zero information about future stock market performance. Read…
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Amazingly, 89% of bull market performance can be explained by time
Stock market performance during bull markets is mainly (89%) explained by the duration of the bull market (defined as an uptrend without any pull-backs of 20% or more). To read the entire article, please click here.
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Conference Briefing: Jim Rickards at the DCA, January 10, 2013
Please find the document here
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Happy Centennial, Dear Fed
Happy Centennial, Dear Fed! Click on above link to read the excerpt from our January 2013 “Letter to Investors”.
Month: January 2013
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