Market Overview

Investment Reading List


Below is my weekly investment reading list:

GMO Quarterly Letter (but see also Swedroe: Debunking Grantham's Concerns)

A Hands-On Lesson in Return Forecasting Models – Alpha Architect

 Data Rich, Information Poor – TraderFeed Small Value Returns PersistentBogle May Be Right About ETFs

 Ride Winners and Cut Losers. Period. Alpha Architect

Worried about a Crash? Backtests Using Shiller PE to Time The Market (1926 to 2014) Greenbackd

Gestaltu: Valuation Based Equity Market Forecasts: Q2 2014


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