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
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