The Stingy News Weekly (03/02/2014)
New from StingyInvestor
Take a vacation
"The mood is glum in Valueville these days. Conditions are so depressed that its inhabitants can be spotted packing up their Bloomberg terminals and heading off on extended vacations."
A CAPE Crusader
"Having spent a large proportion of my career prior to joining GMO working at investment banks, I'm well aware of what Andrew Smithers describes as 'Stock Broker Economics,' the second tenet of which is 'The market is always cheap.' Over the years I've witnessed many attempts by the practitioners of this most dark art to justify why tried and tested measures of valuation are no longer meaningful, or occasionally create new measures of valuation that purport to show the market to be cheap."
Stock picking skills of SEC employees
"These results raise questions about potential rent seeking activities of the regulator's employees."
Making sense of experts' picks
"Among the flurry of recommendations, it's important to keep a few things in mind in the spirit of sound portfolio construction."
The Glidepath Illusion
"Rob Arnott explains why target-date funds fail to either maximize wealth or minimize uncertainty about future income."
Berkshire Hathaway report for 2013
"Local and state financial problems are accelerating, in large part because public entities promised pensions they couldn't afford. Citizens and public officials typically under-appreciated the gigantic financial tapeworm that was born when promises were made that conflicted with a willingness to fund them. Unfortunately, pension mathematics today remain a mystery to most Americans."
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