August 2015 - Five Investing Myths *** Highly Recommended ***
August 2015 - Inflation vs. P/E Model (1965 to Present)
August 2015 - Embedded Predictions and the Valuation Debate
August 2015 - Valuation & the Fed Model (excerpt)
August 2015 - Charlie Munger on Investment Concentration versus Diversification
August 2015 - Asset Allocation for Muppets with a 401(k)
August 2015 - Global interest rates have only been this low 3 times since 1522
August 2015 - The Fiduciary Standard is Coming!
August 2015 - This is why you shouldn’t believe that exciting new medical study
August 2015 - The Much-Touted Growth Prospects Of BRICS Is Nothing More Than A Commodity-Boom-Fuelled Mirage
August 2015 - How's That Inflation Working Out For You?
August 2015 - Most Valuable Companies in History, Adjusted for Inflation
February 2015 - 21 Facts That Prove That Government Dependence Is Out Of Control In America *** Highly Recommended ***
February 2015 - Ritholtz, Asset Class Returns vs. “The Average Investor”
February 2015 - A Visual Guide To Where Your Tax Dollars Go
February 2015 - International Interest Rates the Last 158 Years and Historical Chart Gallery: Market Indexes and All The Major Crises Russia Has Seen Over The Last 150 Years - my favorite kind of stuff - ultra big picture - helps you ignore the noise
February 2015 - Understanding Money - some good basic articles from Orcam Group
February 2015 - Kitces.com Top 50 Financial Advisor Blogs And Bloggers
February 2015 - Ritholtz, The Basic Simple Truths of Investing
February 2015 - The Ying and Yang of Retirement Income Philosphies
September 2014 - Ritholz, Romancing Alpha, Forsaking Beta
September 2014 - Liberty Street Economics - the NY Fed
September 2014 - Currency Reform In Ancient Rome
September 2014 - The Price of Learning
September 2014 - Annual Returns: Asset Classes 1994-2013 *** Highly Recommended ***
September 2014 - 4% Rule: 20 Years Ago Today
March 2014 - Buffet Finally Says What Everybody Is Thinking - Index Funds Are The Answer
March 2014 - Here's A Chart Of Interest Rates Going Back To 3000 BC
March 2014 - What Does It Take To Be Middle Class? *** Highly Recommended ***
March 2014 - It's The 2nd Worst Decade In Over 220 Years (And Getting Worse)
March 2014 - 213 Years Of Sovereign Yields And Defaults
March 2014 - You Can't Control When You're Born... Revisiting Sequence of Returns Risk
December 2012 - All Time Record High for Corporate Profits
December 2012 - Erikkson, The 20 Most Influential Economic Papers
December 2012 - Rocher, Understanding the Modern Monetary System
December 2012 - Video Games Market Share (1975-2011)
December 2012 - FRB, Changes in U.S. Family Finances from 2007 to
2010: Evidence from the Survey of Consumer Finances
December 2012 - The First Time Humans Saw the Structure of DNA
December 2012 - Effect of Dividends Reinvested on US Stock Returns since 1871 December 2012 - Smith, The Federal Reserve's Cargo Cult Magic: Housing Will Lift the Economy (Again)
December 2012 - Durden, Did The Great Financial Crisis Start With The End Of The Gold Standard?
August 2012 - Reserve Currencies of the World - 1400 - present
August 2012 - Kolko: Dissecting the House Price Indices (Case-Shiller, CoreLogic, FHFA and NAR) *** Highly Recommended ***
August 2012 - The Women Wage Gap Finally Explained - Children! *** Highly Recommended ***
August 2012 - Seeking Alpha, 7 Investing Myths And What Investors Should Do About Them
August 2012 - Countries' Share of World GDP 1 - 2008 *** Highly Recommended ***
August 2012 - Durden, Charting The End Of 'Stock-Picking' Alpha
August 2012 - Professors Without Borders
August 2012 - IEEE, A Brief History of Money
May 2012 - Pasta, Not Bacon, Makes You Fat. But How? INFOGRAPHIC OF THE DAY
AN INFOGRAPHIC LAYING OUT THE SURPRISING SCIENCE BEHIND WHY CARBS MAKE YOU FAT, WHILE FAT DOESN’T
May 2012 - Economic Balance of Power Throughout the Ages
May 2012 - Russell Global Index Construction and Methodology
May 2012 - Women Feel Less Ambitious, Says Survey
May 2012 - The Illusion of Choice
May 2012 - How low can the stock market go?
May 2012 - A Visual Simplification Of The CDS Market
May 2012 - Options for REO: The Private Sector Solution to the Foreclosure Problem
May 2012 - Morgan Stanley: Still "lots to solve" in the euro-sovereign bank nexus
May 2012 - Crestmont Research - some good long term charts - check the site out - lots there
January 2012 - the REAL inflation rate!! - a must read *** Highly Recommended ***
January 2012 - Mutual Funds in and Out of Favor - go to this site once a year before you chase returns *** Highly Recommended ***
January 2012 - Interest Rates: 1831-2011
January 2012 - The neuroeconomic revolution
January 2012 - Cycles of Financial Crises 1810 to 2010
January 2012 - The rise and fall of personal computing - awesome chart! *** Highly Recommended ***
October 2011 - Empirical Finance Blog
October 2011 - Bogle: Market Valuation - folks it just ain't that complicated
October 2011 - Academic publishers make Murdoch look like a socialist
October 2011 - Correlation Between Hedge Fund Returns And Market Hits All Time Record
October 2011 - Take the $38.5 Trillion of the US, and scale down to a household
October 2011 - Atlas of Economic Complexity
October 2011 - HISTORY: The Day the United States Defaulted on Treasury Bills
June 2011 - Case-Shiller Housing Futures vs. Actual *** Highly Recommended ***
June 2011 - IMF eLibrary
June 2011 - Whites See Racism as a Zero-Sum Game That They Are Now Losing
June 2011 - LearningXL - 100 Amazing Web Tools for Hobbyist Scholars
June 2011 - Top Marginal Tax Rates since 1910
June 2011 - The Washington Post's dependence on the government it covers
June - 2011 - House Prices vs House Sizes
March 2011 - A Desperate Defense of Affirmative Action
March 2011 - An Anti-College Backlash?
March 2011 - Budget Forecasts, Compared With Reality
March 2011 - All of Inflation’s Little Parts
March 2011 - Walt Disney’s Creative Organization Chart
March 2011 - What Energy Crisis? Natural Gas Supplies Could Last 250 Years and Oil has joined the Past… NG is the Future!
March 2011 - The Haves and the Have-Nots
January 2011 - Real Interest Rates (Historical) 1801-1996
January 2011 - Behind Gold's New Glister: Miners' Big Bet on a Fund
January 2011 - Housing Supply: What do all the numbers mean?
January 2011 - Periodis Web - A Historical Atlas - Europe from Year 1 to 2000
January 2011 - Joliprint - print out your articles in an easy to read format
November 2010 - Is China's Growth Rate Destined To Be Cut In Half? *** Highly Recommended ***
November 2010 - A Special Note on Gold, the Sovereign Debt problem, and related Investment Strategy
November 2010 - Rome and the Collapse Paradigm
November 2010 - Heaton, Emerging Markets: High Growth, Low Return?
November 2010 - IFA Radio's Episode 43, at 14:00 - all about this site from my appearance on Mark Hebner's radio program
November 2010 - Historical diamond trade price trend evolution
November 2010 - Mortgage Securitization Process in pictures
November 2010 - Stossell, I am Politically Incorrect
September 2010 - 12 Steps to Understanding the Equity Market sad to say, actually, but this sums up really all you need to know about the stock market and stock picking
September 2010 - A Special Note on Gold, the Sovereign Debt problem, and related Investment Strategy
September 2010 -Maritime jurisdiction and boundaries in the Arctic region
September 2010 - Long Swings in Global Growth Drivers
September 2010 -Sclunk, Mamas Don't Let Your Babies Grow Up To Be...Lawyers
September 2010 - The Capitalism Distribution
September 2010 - IMF, People’s Republic of China: 2010 Article IV Consultation—Staff Report; Staff, Statement; Public Information Notice on the Executive Board Discussion
September 2010 - Cleveland FRB, Credit Easing Policy Tools
July 2010 - Middleton, The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
July 2010 - Darden, Alpha Is Dead: Barclays Says With Stock Dispersion At All Time Lows, It Is "Not A Stock Pickers' Market" - when was it ever a stock pickers market?
July 2010 - Share of College Spending for Recreation Is Rising
July 2010 - Goldberg, CXO Models Are Poor Forecasting Tools: Tic-Tac-Toe Player Attempts Chess, Fails
July 2010 - THE FLORIDA KEYS ARE STARING DOWN THE BARREL
June 2010 - FINVIZ.com - financial visualizations - very cool stuff
June 2010 - Long Swings in Global Growth Drivers
June 2010 - A Look Inside the Fed’s Balance Sheet — 03/25/2010 Update
June 2010 - Tactical Asset Allocation: Adjusting Based on Valuations
June 2010 - Stock Mapper
June 2010 - It's Impossible To "Get By" In The US
April 2010 - Tactical Asset Allocation: Adjusting Based on Valuations
April 2010 - Long Swings in Global Growth Drivers
March 2010 - A Look Inside the Fed’s Balance Sheet — 03/25/2010 Update
January 2010 - SRC GREEN BOOK - 50 year charts with earnings!! - spurlge on the 100 year wall chart at least once in your investing career - it will teach you all you need to know about the stock market in about three minutes *** Highly Recommended ***
January 2010 - Durden, Brace For Impact: In 2010, Demand For US Fixed Income Has To Increase Elevenfold... Or Else
January 2010 - The Tree of Truth - How to Tell If Your Sovereign Debt Is In Trouble
January 2010 - Who Is Financing the Deficit? No Surprise Here
January 2010 - Teather, The woman who built financial 'weapon of mass destruction'
December 2009 - Where Will You Be In Ten Years?
December 2009 - NY Fed's Model Predicts End of Recession in 2009
December 2009 - How The iPhone Is Blowing Everyone Else Away (In Charts)
December 2009 - Fekete, Forgotten Anniversary: One Hundred Years of Legal Tender
December 2009 - The History of the House of Rothschild
December 2009 - S&P 500 Over Priced: With 97% of Companies Reporting Q2 Earnings the PE Ratio is Now at 129. The Most Over Hyped Market Rally Ever
September 2009 - China calls time on dollar hegemony
September 2009 - Oil Priced in SDRs, in 1979
September 2009 - 50 Free Ivy-League Lectures on the Economy
September 2009 - Buffett’s Betrayal
September 2009 - Breakdown of a Hypothetical Bond Spread by Contributing Factors (Picture) *** Highly Recommended ***
September 2009 - High Frequency Trading: We Fear What We Do Not Understand
June 2009 - Regression and R-Squared Explained
June 2009 - TED Talks - 570 to date
June 2009 - Financial Crisis
BIS, Derivative Markets Last Half of 2008
Job Losses so Far
Credit Crisis Indicators - some calming
Sorman, Monetarism Defiant
Mortgage Rate Resets
IMF Global Financial Stability Report - April 2009
February 2009 - Stock Market Earnings Yield and Inflation Over the Long Run
February 2009 - Best 25 Financial Blogs
February 2009 - Money as Debt - the movie
February 2009 - Financial Crisis
Follow The 8.5 Trillion - a good list of where the money is going (or was going at the time)
Bernie Comes Out of the Closet - a classic case of a money manager telling clients the market can be beat
Garrett, The Real Cost of the 2008 Bailout - Hyperinflation
More on Gold Backwardation
Wallison, Everything You Wanted to Know about Credit Default Swaps--but Were Never Told
The Scariest Chart Ever - everyone and their mother is linking to this but just for posterity sake
November 2008 - Financial Crisis
Washington's $5 Trillion Tab
DiLorenzo, The New Deal Debunked (again) *** Highly Recommended ***
mybudget360, American Debtor Psycho: $49 Trillion in Debt. The Real Reason why the Credit Crisis is Bigger than you Think
Major holders of treasury securities
Gallagher, How Venice Rigged The First, and Worst, Global Financial Collapse 660 Years Ago
November 2008 - Map of Europe 1-1000 A.D.
October 2008 - Financial Crisis - there is lots out there - trying to be selective:
What are Credit Default Swaps?
The $700 billion will buy about $2.0 trillion of the $13.6 trillion mortgage debt outstanding
Kessler, The Paulson Plan Will Make Money For Taxpayers
10 Links to Walk You Through Today's Financial Crisis
10 good articles with some background
October 2008 - CXO Advisory Group - the Fed Model on steroids
July 2008 - Watching The Growth Of Wal-Mart Across America
July 2008 - longbets.org Warren Buffet bets $1.0 million that fund mangers cannot outperform the S&P
July 2008 - MASSIVE DROP IN U.S. DEMAND IN APRIL
Peak Oil Debunked
July 2008 - Berner, Has Housing Bottomed, and Is Recovery Ahead?
April 2008 - Princeton Economics Group, Inc. - good site
April 2008 - MIT, Economic History, Fall 2006
April 2008 - Efficient Markets, Spin, Speculative frenzy, …
April 2008 - World's Most Worthless Money
April 2008 - Mark Stephen Rapp's Site - Research Resources for Economists
February 2008 - Harford, The Stag Hunt The obscure game-theory problem that explains why rich countries are rich
February 2008 - Watson, Forget Looking Rich...Be Rich!
February 2008 - Russel, Torbey, The Efficient Market Hypothesis on Trial :A Survey
February 2008 - Six Ways to Compute the Relative Value of a U.S. Dollar Amount, 1790 - 2006
October 2007 - Waldfogel, The Flintstone Effect Tracing wealth back to the Stone Age
October 2007 - Morgan Stanley, After the Shock: Risks for the Global Economy and Markets
October 2007 - Morgan Stanley Global Economic Forum
October 2007 - Reading List, International Macroeconomic Policy: Theory and Evidence from Recent Financial Crises
August 2007 - Tsai, How Do You Inject Money Into the Economy?
August 2007 (published July 2007) - Bayless, The Seeds of Corporate Failure
August 2007 - bruegel.org - good European economic analysis
August 2007 - A Brief History of Derivatives
August 2007 - A Chronology of Derivatives
June 2007 - Hanna, Behavioral Finance—Benefiting from Irrational Investors
June 2007 - Bernstein, Comin' Around Again?
April 2007 - Robinson, Who's the Fairest of Them All? A Comparative Analysis of Financial Advisor Compensation Models
April 2007 - Bernstein, The Executioner of Excellence
January 2007 (published October 2006) - Dowling, Lucey, The 7 Deadly Sins of Investors
January 2007 (published November 2006) - Hewitt Associates, The Retiree Health Care Challenge
November 2006 (published April 2006) - Riepe, Swerbenski, Investment Research Rebalancing for Tax-Deferred Accounts: Just Do It—Don't Worry How
November 2006 (published January 2006) - Portfolio Rebalancing in Theory and Practice
November 2006 (published May 2006) - Asset Class Returns: 10 Years Later
September 2006 - "Top 20" financial blogs recommended by "24/7 Wall Street"
September 2006 (published in April 2006) - Goetzmann, The Ancient Roots of Today's Financial Tools
July 2006 (published December 2005) - Dammon, Poterba, Spatt, Zhang, Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them
July 2006 (published June 2004) - ING, Asset Allocation
July 2006 (published 1992) -Sharpe, Asset Allocation: Management Style And Performance Measurement
May 2006 (published October 2005) - Dammon, Poterba, Spatt, Zhang, Maximizing Long-term Wealth Accumulation: It's Not Just About "What" Investments To Make, But Also "Where" To Make Them
May 2006 (published April 2006) - Troutner, The Squeaky Wheel
May 2006 (published March 2006) - Introduction by Paul Krugman to The General Theory of Employment, Interest, and Money, by John Maynard Keynes
May 2006 (published March 2006) - Bernstein, A Mean-Variance Society?
March 2006 (published February 2006) - Troutner, Stewards of Capitalism
March 2006 (published February 2006) - Lord, Asset Allocation or Alpha?
January 2006 (published September 2005) - Bauman, Two Investment Gurus: Index Funds are Path to a Winning Investment
November 2005 - Bernstein, Too Much Capital
November 2005 (published April 2003) Clark, Silva, Reasonable Expectations for the Long Run US Equity Premium
October 2005 (published June 2005) - Tokat, The Asset Allocation Debate: Provocative Questions, Enduring Realities *** Highly Recommended ***
October 2005 (published August 2005) - Troutner, Saving Investors From Themselves
October 2005 - Bernstein, Mea Culpa
September 2005 - Money Science: Financial Intelligence Network
September 2005 (published 2002) - Davies, Davies, A Comparative Chronology of Money: Monetary History from Ancient Times to the Present Day
September 2005 - Financial Institutions Center - working papers
September 2005 - Revenue Watch, Covering Oil: A Reporters Guide To Energy and Development - a great big picture description of the oil industry
August 2005 (March 2005) - Hoguet, Oil and Currency Distortions in the World Economy and Their Long-Term Investment Implications
August 2005 - RGE Monitor - this is probably the best site on the web for global economics. *** Highly Recommended ***
It was updated in July and is much improved but is going to a paid service in September. Check it out while you can!
August 2005 - econjournalwatch.org - scholarly comments on academic economics. *** Highly Recommended ***
May 2005 (April 2005) - Bennyhoff, Preserving a Portfolio’s Real Value: Is There an Optimal Strategy?
May 2005 - Bernstein, Why You Can’t Afford a House in San Francisco
May 2005 - jasonzweig.com
May 2005 (Winter 2005)- Bernstein, The $150 Billion Question
February 2005 - MoneyScience.org - Financial Intelligence Network
February 2005 (published April 2003) - Analytic Investors, Reasonable Expectations for the Long-Run U.S. Equity Risk Premium
February 2005 - Analytic Investors - Research
February 2005 (published August 2003) - Baryshevsky, What is hidden in the Fed's model? The Second Approximation
February 2005 - EDHEC-RISK, Asset Management Research
December 2004 (published Fall 2004) - Troutman, Plotting Your Course The Art & Science of Our Investment Relationships, Part 1 and Part 2
December 2004 (published Fall 2004) - Brooks, Gray, History of the Forecasters (abstract only)
December 2004 (published Fall 2204) - Bernstein, Luigi Does It Yet Again
December 2004 (published May 1998) - Fama, Asset Management: Engineering Portfolios For Better Returns
August 2004 - the Efficient Market Hypothesis site - great history of the EMH and bibliography
August 2004 (published June 2004) - Savage, Prices, Probabilities and Predictions
August 2004 (published in January 2004) - Chensvold, DFA vs. Vanguard
June 2004 - Pareto, Engineering For Better Returns
June 2004 - Haslem, Indexing or Active
June 2004 - Bogle, Growth vs. Value, 1937-1997
June 2004 (published May 2004) - Tokat, International Equity Investing: Long-Term Expectations and Short-Term Departures
April 2004 - Bogle, Why Have Stocks Provided Long-Term Real Returns of 7%?
March 2004 - Silver, Passive Momentum Asset Allocation: Putting The Market To Work For You
March 2004 - Lord, Highlights of the 2003 NACUBO Endowment Study
February 2004 - Sellers, Could Stocks Still Be Undervalued?
February 2004 - Kizer, Behavioral Bias: A Closer Look at Stock Price Anchoring
February 2004 (published in January 2004) - Bernstein, Almost Normal: Of Fat Tails, Mean Reversion, and Survival The two papers cited in the article : Jorion, The Long Term Risks OF Global Stock Markets; Gabaix, Gopikrishman, Plerou, Stanley, A Theory Of Large Fluctuations In Stock Market Activity
February 2004 (published in 2001) - Arnold, Butler, Crack, Altintig, Impact: What Influences Finance Research? - great reading lists of the top articles in the past 30 years!! (Thanks to Professor Butler of the University of South Florida)
November 2003 - Rugh, Participant Contribution and Asset Allocations During the Recent Bull and Bear Market: Evidence From TIAA-CREF
November 2003 -Walsh, How Much Should a Person Save for Retirement?
November 2003 (published October 2003) - Mills, The Problem with Hedge Funds
November 2003 (published July 2003) - Ma, The Impact of the 2003 Tax Law on College Savings Options
November 2003 - A great article on the father of finance - Louis Bachelier (published in 2000); see also Louis Bachelier (1870-1946)
November 2003 - Economics History Network - a great spot for those interested in economic history and related topics
November 2003 - Interview with Eugene Fama; Interview with Kenneth French
November 2003 - Buck, Can Brains Beat the Market?
October 2003 - Merriman, The Perfect Portfolio
Fall 2003 - Bernstein, Signal, Noise, and Success
October 2003 - Armstrong, It Don't Get Much Worse Than This!
August 2003 - Armstrong, Dollar Cost Averaging-The Basics
July 2003 - Vanguard Investment Counseling & Research, Sources of Portfolio Performance: The Enduring Importance of Asset Allocation
Summer 2003 - Bernstein, Margin of Safety in the Asset-Class Era
Summer 2003 - S&P - Active vs. Passive - A New Scorecard
March 2003 - Troutner, We Are, I Regret, Captives Of Recent History
Spring 2003 (published 9/99) - Diamond, What Stock Market Returns To Expect In The Future?
Spring 2003 - Bernstein, The Returns Fairy... Explained
March 2003- Merriman, The Ultimate Buy-and-Hold Strategy
February 2003 - J. Troutner - Investors And Advisers Should Fight The Urge To Tweak Their Portfolios Too Much
February 2003 - Rassmusen, The Nobel Prize In Economics
Winter 2003 – Bernstein, The Retirement Calculator From Hell
Winter 2003 – Bernstein, The Final Cowards Update (if you are looking for a good basic model portfolio)
January 2003 – Swedroe, One-Decision Stocks & The Nifty-Fifty - The Price You Pay Does Matter
Hammond, Understanding and Using Inflation Bonds
November 2002 - Swedroe, Actively Managed Funds and the Implications of Increased Volatility of Equities
November 2002 - Troutner, Total Stock Market Funds Are NOT a Shortcut to Asset Class Diversification
Fall 2002 - Fabozzi, Gupta, Markowitz, The Legacy Of Modern Portfolio Theory (abstract only)
Fall 2002- Feinman, Asset Returns In The Long Run (abstract only)
October 2002 - Armstrong, Fama French Three Factor Model
December 2002 - Cromwell, Elliott, 130 Years of U.S. Investment Returns: An Historical Perspective
December 2002 - Asness, Fight the Fed Model: The Relationship Between Stock Market Yields, Bond Market Yields, and Future Returns * * * Highly Recommended * * *
Fall 2002 - Bernstein, Are Value Stocks Riskier Than Growth Stocks?
October 2002 - Armstrong, Academic Support For The Use Of Indexing And Passive Investment Techniques: A Review Of The Literature
September 2002 - Armstrong, Capital Asset Pricing Model
July 2002 - Swedroe, There Is Trouble In 401(k) Land
Summer 2002 - Bernstein, The Two Percent Dilution
Summer 2002 - Bernstein, The Cross-Section Of Expected Stock Returns: A Tenth Anniversary Reflection
June 2002 - Swedroe, Active Small-Cap Managers Add Value: Myth or Reality?
March 2002 - Choi, How To Publish In Top Journals
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