mylittlebuttercup

Watch Out For the Country ETF Premium Delayed Effect

great post - I just switched out of a Korea mutual fund into EWY and had to deal with this first hand

35 Years of Yield Spreads: REITs vs Treasuries

Great post - much more insightful than you brief post earlier - thanks for the extra effort

Equity REITs Not Yet At Fair Value

Great topic - I wish you had more history of the REIT yields relationship to the Treasury Yield to review. 2000 may or may not be a good baseline to compare the present with.

Hard To See the Connection Between Country Funds and GDP Growth Rates

Great Idea for an article - but aren't you missing many levels of analysis - such as PE ratios - you wouldn't expect a country growing twice as fast as another to have better stock market returns if its PE ratio is alreay 4 times more. The analysis doesn't seem to be much different than it would need to be for an individual stock. The increase is the country's earnings is only one thing to look at when estimating its likely appreciation.

Country Constituents of MSCI Regions

Great Idea for an article - but aren't you missing many levels of analysis - such as PE ratios - you wouldn't expect a country growing twice as fast as another to have better stock market returns if its PE ratio is alreay 4 times more. The analysis doesn't seem to be much different than it would need to be for an individual stock. The increase is the country's earnings is only one thing to look at when estimating its likely appreciation.