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Real Household Incomes: How Goes the Recovery? 20 Aug 2013 | 09:10 pm
Doug Short has written a great article on median U.S. household income through time. He shows that the median household income in the U.S., adjusted for inflation, has fallen by 7.2% since 2000 and i...
The X-factor for Unemployment Rates 26 Jul 2013 | 11:58 pm
With unemployment staying fairly high and steady, despite massive economic stimulus, many are wondering what it will take to create more good jobs in America. One explanation is simply that the faste...
More Unconventional Failure 6 Jun 2013 | 12:48 am
Guest post by Richard (Rick) A. Ferri, CFA, founder of Portfolio Solutions. Unconventional success from an investment strategy leads to failure for most investors. The excess gains earned by the early...
Parsing the Drop in the Japanese Stock Market 30 May 2013 | 11:09 pm
One of the most interesting market stories in the last week is the big drop in the Japanese stock market. Japan is the third-largest economy in the world, ranked by GDP. The values of the Japanese s...
The Cost of Performance Chasing 22 May 2013 | 08:27 pm
As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier. Some will convince themselves that they better get on board or risk missi...
REIT Yield as a Predictor of Future Returns 20 May 2013 | 10:34 pm
The yield of an asset is a key component of predicting future returns. This is true for the yield on Treasury bonds as well as the dividend yield for stock indexes. The yield on aggregate bond index...
The Meaning of the New Highs in the S&P500 10 May 2013 | 12:19 am
The S&P500 has recently been hitting new all-time highs, which would seem to suggest that the economy is recovering and that the U.S. economy is back on track. The story does not look quite so rosy w...
Explaining the Value Premium 6 May 2013 | 11:59 pm
Guest post by Contributing Editor, Robert P. Seawright, Chief Investment and Information Officer for Madison Avenue Securities. Value has persistently outperformed over the long-term. Why is that? In...
What Happens in A Nation of Renters? 3 May 2013 | 11:01 pm
Time magazine has a new article on changes in the home ownership in America. The article, titled A Nation of Renters: Should We Be Worried That Fewer Americans Own Homes?, explores the substantial de...
Being a Weather Contrarian 25 Apr 2013 | 09:28 pm
Every year when the forecasts for the hurricane season are issued, there have been a spate of articles on implications for investors. This year was no exception. USA Today reported that U.S. natural...
