This is another in a series of occasional posts on quantitative analysis. I am indebted to Josh Brown for pointing me to an article by Larry Swedroe, which discusses a study on demographics and real interest rates. While I found that I can derive significant insights from single variable studies like these, the world is more complex and univariate analysis illustrates the pitfalls of relying on single variable models.
More at our new website here.
The Humble Student of the Markets blog will become a subscription driven site on December 1 (see Why this isn't investment advice (and a site update)). The new site is live now at humblestudentofthemarkets.com, Please come by and take a look and please change your bookmarks accordingly.
We are scheduled to open to subscribers on December 1, but we are having some glitches with our payment system that we are trying to solve. We will have that up ASAP. In the meantime, all content is open to the public for the time being.
The new site will not be accepting subscribers until December 1. We have an Early Bird discount offer of 14 months for the price of 12 at USD 199.99. You can get on the list for that offer if you contact me at this link here. (If you have already emailed me in the past or responded through my previous survey, you are already on the list there is no need to do so again.)
Media, press professionals and blog aggregators with email domains confirming their affiliations are invited to apply for free subscription access (cam at humblestudentofthemarkets dot com).
A Bearish Positive Carry Trade?
1 hour ago