Links of Interest

A nice look at investors’ poor timing and whether it’s possible to come up with a sensible market timing approach based on valuations:

http://news.morningstar.com/articlenet/article.aspx?id=622200

Lots of good stuff on the stock and bond market here from Sitka Pacific Capital Management. Essentially they appear to be attempting to put into practice what the first article examines with a valuation approach to investing in the market. Probably been a rough year given the large exposure to precious metals and miners in their latest allocation.

http://www.sitkapacific.com/wp-content/uploads/August-2013-Strategy-Letter1.pdf

Owners vs Renters – A quick look at holding periods of equities:

http://researchpuzzle.com/blog/2013/12/11/owners-and-renters/

Finally here’s a couple of links to writers who aren’t quite as concerned about the market’s valuation:

http://philosophicaleconomics.wordpress.com/2013/12/13/shiller/

http://www.bloomberg.com/news/2013-12-16/am-i-too-bullish-.html

 

 

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