Below is my Friday investment reading list:
If US Stocks Are Expensive, How Do I Protect Myself? Mebane Faber
Imagine: Brokers Who Work for Investors – Barry Ritholtz
Not-So-Great Expectations: Why Real Interest Rates Won’t Soar – Research Affiliates
Lumber, Gold, and Volatility in Equities – Pension Partners
Does Smart Beta = Smart Asset Allocation? The Capital Spectator
Understanding Dual, Relative, and Absolute Momentum – Dual Momentum
Human Innovation is Winning the Race Against Scarce Resources – Pragmatic Capitalism
Looking Back at Risk Parity’s Golden Age – Econompic Data
The “Impossible Trade” is working – The Reformed Broker
From Alpha Architect:
Tactical Asset Allocation with Market Valuations: Magic of Myth?
Tactical Asset Allocation and Low Volatility Stocks
Attention Value Investors: How to Predict Accounting Trickery
Are Value Investing and Momentum Investing Robust Anomalies?
Momentum Investing: A Simple Bond Momentum Strategy