I am an immigrant to America; I just heard this speech from President Reagan for the first time and was deeply moved. #americandream lnkd.in/eYYt2bd

Now at June 1999 levels on MV/GDP ratio. Top came 298 trading days later. Gains during that time wiped out in 27 days

My CAPE (cyclically adjusted price earnings) ratio reached 27.60 at close of market today, passing 2007 high. econ.yale.edu/~shiller/data/…

Financial education leads to better returns! buff.ly/1YG7cQj

Another game changing post from John P. Hussman, Ph.D. - the mean inversion finding is extremely good and important buff.ly/1KZgcKo

The first graph on probability of global recession is worth internalizing! On My Radar - CMG buff.ly/1KDBDiG

Those metrics make more sense than debt to GDP... and are not looking good for the US buff.ly/1LFmLlL

Updated Economic Review. May be surprising how many companies will attempt to offset Q3 earnings misses with job cuts

“If you’re thinking of selling, you’re probably too late. If you’re thinking of buying, it’s probably too early.” buff.ly/1O5HTSF

“The conditional probability of a recession [...] was just 5-10%. It has now jumped to between 60 and 75 %.” !!!

Absolute Strength Momentum Investing Strategy Nice returns, possibly impossible to implement! buff.ly/1NaQ6U1

Great review of Twitter's Moment - Stratechery by Ben Thompson buff.ly/1LceVhH

Sovereign high yield bond strategy: picks ~2% a year by excluding bottom half of yielders. mebfaber.com/2015/10/18/sov…

Why I Don’t Invest in Momentum Stocks…Yet! - Alpha Architect buff.ly/1kjrZZJ

The last 30 years of global economic history are about to go out the window buff.ly/1RkvYAe

Turn Off Your Chief Economist: GDP Growth Doesn't Predict Stock Returns...but Value does! Alpha Architect buff.ly/1PZngK7

If you talk about one of these without the other two, you're missing the point: dividends buybacks share issuance

My Fresh Cut disq.us/t/2fueoue