A quiet few weeks (unfortunately, get used to it) as I started a new gig in San Francisco (it only took two years to get here!) and I have a two month old that takes up a bunch of my non-work hours (zero complaining, just mentioning that fact).
What I did do this past week was consolidate some articles, posts, and charts that I found interesting and/or may want to revisit. Not sure if they would be of interest to you all, but I thought I would share (found below following my links since the last recap).
Asset Classes
Economic Data
- Consumer Credit Continues to Rebound
- Employment Data Stripping Out Adjustments
- Breaking Down the Labor Report
- Productivity Data Shows No Inflationary Pressure
- Why is the Employment Situation Dragging? It's the Economy Stupid
- Manufacturing Expands in January
- One-Two Punch.... Equities and Bonds Rip It in January
- Checking in on Personal Consumption
Economic Data
The Housing Bottom is Here: New home sales forming bottom and nominal prices likely to follow (though real prices may have a few years left to decline)
Investing
JP Morgan Guide to the Markets: Pretty awesome presentation outlining returns by asset class for 2011 and Q4
Credit Suisse: Investment Returns Yearbook 2012: In depth review of global markets, containing returns, relationships across asset classes, and articles examining returns in various regimes (i.e. the ability of a variety of asset classes to hedge inflation)
Warren Buffett: Why Stocks Beat Gold and Bonds: Warren Buffet drops science
• Equal Weight = Small Cap
• Dividend Weight = Value Stocks
• Revenue Weight = Low Margin, High Debt
• RAFI Weight = Value Stocks
• Revenue Weight = Low Margin, High Debt
• RAFI Weight = Value Stocks
Chart
Buy and Hold vs. Dollar-Weighted Returns: i.e. investors suck at investing
And your video of the week... Less than Jake (one of my favorite bands circa 1997) with Never Going Back to New Jersey
Congrats on the new gig and baby. That's a lot of change to pack in but sf is easier than NYC.
ReplyDeleteBest, Jack