Global CAPE ratios

Here are a few useful pieces of data on country ratios. The first one is Japan's CAPE ratio - here, and the second one is the Buffet's favourite, the list of market capitalisation to GDP ratios for quite a few countries - here.

Global Asset Allocation Update

Mac Faber has updated the Global Asset Allocation document. Very interesting read and a useful update on best known assest allocation strategies.

The book's review can be seen on Goodreads and the book can be found on Amazon. It is also available to the newsletter subscribers but the link is not publicly available due to copyright.

Edit: See update

Gig Economy

An article on gig economy - what is it, what are the effects?

Stock Market Valuations

Star Capital provides a Global Stock Market Valuation Ratios online (link), including dividend yields, CAPE, Price/Equity (P/E), Price/Book (P/B), etc. for the whole world.

First withdrawal from Norwegian SWMF

"Norway says made first withdrawal from oil fund in January" - http://uk.reuters.com/article/idUKKCN0W52L2

The All Weather Story

Here is The All Weather Story from Bridgewater, led by legendary Ray Dalio.

Some related material on Asset Allocation Strategies from Meb Faber. And a newer comparison of the different asset allocation strategies.

Portfolio Management

MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 (link).

Portfolio Management course, 1h 30m

Here's also one from Stanford (link).

Quicken to sell before May

Source: Intuit to close sale of Quicken by April 30 (link)

Bear market again

It's been a while since the latest bear market. Here's an article on how to prepare for the bargains that should emerge as the situation develops.

How to invest for the coming bear market

The recommendation here is a "Dollar-Cost Averaging with a bear market twist". Meaning that every new round of buying is triggered by a 5% fall from the previous level.
Note, however, that the article refers only to the US markets. Some international ones are already down far lower.

Saudi holdings of U.S. Treasuries

The following story from Bloomberg just confirms the deal the US had with Saudis in relation to oil and US Dollars.

U.S. Is Hiding Treasury Bond Data That's Suddenly Become Crucial

Simplistically, Saudi Arabia is selling oil for US $ and then sending the $ back to the US in exchange for promisory notes.