Posts in Tactical Asset Allocation Research

Are Stocks Expensive? Yes, but…

April 12, 2013

Are stocks expensive? On an absolute basis, yes. As and have recently pointed out, the Shiller P/E, or cyclically-adjusted P/E

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Tactical Asset Allocation Insights via the Geeks from Thinknewfound

February 16, 2017

How do we identify who is a flash in the pan blogger versus the next Michael Kitces, Josh Brown, or Ben Carlson? We've tried to do our part and help to promote and share research from up and coming "undiscovered" bloggers/writers out there. In our early days, we were helped by long-time bloggers such as Meb Faber and Tadas Viskanta, so we try and return the favor. Recent examples of up and coming guest writers we've highlighted include Dan Sotiroff (now heading to Morningstar!), Aaron Brask, Andrew Miller, Elisabetta Basilico, and Dan Grioli -- all of whom have written interesting and insightful pieces!

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