To my untrained eye, it appears there is still some definite correlation in your graph to high PE10 and low returns, but the definition of high, has maybe shifted from 20 to 25?
I can't remember how you figure the PE10. I tried looking at Gummy's site, but didn't spot anything... ?
Search found 16 matches
- Thu Apr 22, 2004 5:14 am
- Forum: FIRE Board
- Topic: PE switching studies - proceed with caution!
- Replies: 12
- Views: 23534
- Mon Oct 13, 2003 8:56 am
- Forum: FIRE Board
- Topic: Buying Private Health Insurance
- Replies: 16
- Views: 19713
- Fri Oct 10, 2003 4:41 am
- Forum: FIRE Board
- Topic: Nobel prize for fat tail theory
- Replies: 9
- Views: 10023
- Fri Oct 10, 2003 4:29 am
- Forum: FIRE Board
- Topic: Buying Private Health Insurance
- Replies: 16
- Views: 19713
- Wed Oct 08, 2003 4:31 am
- Forum: FIRE Board
- Topic: Buying Private Health Insurance
- Replies: 16
- Views: 19713
I self insure my wife and kids through Kaiser Permanente HMO. It is about $405 per month for wife and 2 young kids. (It was $380 until the wife hit the big 40). We are very happy with our coverage. (My wife did work for Kaiser at one time, so we probably know the system better than average) Coverage...
- Fri Sep 26, 2003 5:06 am
- Forum: FIRE Board
- Topic: Nice post on hocus' board
- Replies: 6
- Views: 6688
- Tue Sep 23, 2003 11:14 am
- Forum: FIRE Board
- Topic: Baby step towards FIRE
- Replies: 7
- Views: 7076
- Tue Sep 23, 2003 9:49 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
I had to read Bogle's Common Sense and Bernstein's Four Pillars to understand where a lot of the thinking was going. Thanks, I read Bogle's a while back, just finished Four Pillars and also found Malkiels Random Walk really helpful at keeping up. But now I have to get back to C# Unleashed and ASP.N...
- Tue Sep 23, 2003 8:22 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
Hey casey, Well sadly my posts can sometimes be more than 3 paragraphs as a flesh out my thinking. I was being a little sarcastic, :wink: I do read the longer ones sometimes, if there is something interesting in the first paragraph.... The reason I am so picky is probably because it takes me three ...
- Tue Sep 23, 2003 4:39 am
- Forum: FIRE Board
- Topic: Appeal for calm. Nothing to read here people. Stay calm!
- Replies: 25
- Views: 20296
Petey, I have found a wonderful advantage of these insane posts (my simple rule is to ignore anything over 2 paragraphs. These posts are usually just arguing about junk). they allow me to spend more time at work working. Hopefully I will become more knowledgeable in my field and make significantly m...
- Thu Sep 18, 2003 5:11 am
- Forum: FIRE Board
- Topic: Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...)
- Replies: 2
- Views: 4643
Thanks, this was invaluable in realizing some of my funds that are listed as blends obviously have more Value than I realized and some of my funds that are listed as Small or Mid Cap are larger Cap than I thought. I plan on selling a little of my Large Cap Value (Vanguard Windsor) and moving into my...
- Wed Sep 17, 2003 6:49 am
- Forum: FIRE Board
- Topic: Style/Portfolio Analysis (Lg Value, Lg Grwth, Sm Value, ...)
- Replies: 2
- Views: 4643
- Mon Sep 08, 2003 10:27 am
- Forum: FIRE Board
- Topic: Report on International Investing. MSCI EAFE etc
- Replies: 3
- Views: 6107
- Thu Jul 31, 2003 10:01 am
- Forum: FIRE Board
- Topic: Crestmont's Perspective: Beware The Assumptions!
- Replies: 25
- Views: 21439
Thanks raddr I just read Damodaran's book Investment Philosophies and found it very interesting (possibly a bit elementary for some around here, but not me. he also has a book on investment valuation.) But anyway he has a significant number of Investment Datasets linked on his site. http://pages.ste...
- Thu Jul 31, 2003 4:40 am
- Forum: FIRE Board
- Topic: Crestmont's Perspective: Beware The Assumptions!
- Replies: 25
- Views: 21439
Raddr, I keep messing up the quote, but .... What about other asset classes? Many of these did not participate in the bubble we've recently had. Specifically, what about small/microcap value, REITS, emerging mkts./international small cap, etc.? My feeling is that these asset classes are in general n...
- Thu Jul 31, 2003 4:20 am
- Forum: FIRE Board
- Topic: Crestmont's Perspective: Beware The Assumptions!
- Replies: 25
- Views: 21439