Welcome back to The Paper Trail! As mentioned in the inaugural edition, I will be compiling and sharing the most interesting, thought-provoking and informative investment research I come across each month. Each piece will be introduced with the primary question the authors aim to explore and/or answer. I’ll also include the best visual or chart from each one. Lastly, they are bucketed into two categories, sorted by estimated reading time – “bps” for the shorter ones and “pieces” for the longer ones. Enjoy!
“bps” (reading time < 10 minutes)
Are today’s stock market valuations justified or absurd?
How reliable are the diversification properties of bonds relative to stocks?
Is volatility investing still viable?
Does the “Disruption” metanarrative explain the Value factor’s recent struggles?
Is a collection of value metrics better than any one individual measure?
Are investors better off targeting value and profitability jointly, rather than side-by-side?
Even if you could identify the best performing stocks ahead of time, would you have the courage to stick with them?
“pieces” (reading time > 10 minutes)
How does the financialization of gold ownership impact its prospective returns?
What are the long-term implications of historically low interest rates across the globe?
How should allocators think about forward-looking expected investment returns in this phase of the recovery?
Will student housing survive the post-COVID real estate market?
Why have value stocks, as traditionally measured, underperformed since the global financial crisis of 2008?
What have been the driving factors behind the long-term trend of companies shifting away from public markets in the U.S.?
Will Your Gold and Silver Transactions Be Reported to the Government?
Liberty Safe, the nation’s largest manufacturer of gun safes, recently fell into hot water. The company provided the access code for a customer’s safe…
New Admission from the BIS That Central Banks Play in the Gold Market
While central bank trading is a primary determinant of the price of gold and other currencies, gold market analysis seldom makes any reference to the broker…
Download Your Free Copy of Money Metals Insider NOW! (Fall 2023)
We’re pleased today to grant you access to the Fall 2023 issue of Money Metals Insider – a FREE benefit for you, our valued reader. This special newsletter…
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