4 papers and one link

victor · Posted: Sat Oct 29, 2005 1:06 am Post subject: 4 papers and one link

Hello all,

here are four papers I've found very useful.

Most of them have been posted or cited before in this forum (most of them by nodoodahs), but I believe it's worth to check them again:

http://www.tweedy.com/library_docs/papers/what_has_worked_all.pdf

http://cowles.econ.yale.edu/P/cd/d12b/d1295.pdf

http://chicagogsb.edu/research/selectedpapers/sp84.pdf

http://www-1.gsb.columbia.edu/valueinvesting/research/public_archives/DOC032.PDF

Check this website as well. It's worth your time:

http://www.crestmontresearch.com/

specially: http://www.crestmontresearch.com/pdfs/Stock%20Matrix%20Index5%2011x17.pdf

HenryTo · Posted: Sat Nov 12, 2005 10:18 am Post subject:

The Yale link provided by Victor in the above post is a link to Robert Shiller's and John Campbell's paper regarding the stock market returns predicting power of traditional valuation metrics such as the P/E and the P/D ratios.

Definitely well worth a read. Sometimes, coming up with a long-term view of the markets is more straightforward than most people think:

http://cowles.econ.yale.edu/P/cd/d12b/d1295.pdf