Posts have been lighter than usual this month. I am focusing on creating some more relevant, albeit less frequent, content that will offer long-term value for readers. More to come as things develop but if you have feedback and what you would like to see more or less of please share it with me.
Below are a few articles for this weekend, end of month updates will be posted on Sunday.
Applied Quantitative Value (Part 4 of 4) – Turnkey Analyst
The Permanent Portfolio Turns Japanese – Advisor Perspectives
The Coming Dividend Tax Hike – Mebane Faber
What if the Fed Has it All Wrong? (pdf) John Mauldin
Restoring the Legitimacy of the Federal Reserve – The Baseline Scenario
Dow will repeat 2007-2008 peak-crash cycle – Marketwatch