Blog - Investment Notes records our most recent investment-related research. Our focus is on market knowledge and wisdom rather than transient news. Normal update schedule for this section is daily. The blog archives have three subsections: (1) original (primary) research, (2) summaries of external (secondary) research, and (3) reviews of guru forecasts, web sites and a few books.

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October 6, 2008 - The Countercyclical Value Premium?

Posted on October 06, 2008

Investors may be able to exploit time variation of the value premium based on the state of the economy, moving out of (into) value as recessions approach (end)....

Original article link


economy