Topic Archives: CAPE ratio

March 3, 2017 / Travis Johnson, Stock Gumshoe

Friday File: Inevitable Collapse and the Story of Progress

I spent last week vacationing in Sarasota, Florida, near the old stomping grounds of one of my favorite authors, John D. MacDonald… so I ended up re-reading several volumes of his Travis McGee series as part of my vacation escape from the world. But MacDonald always included some social or environmental commentary in his novels, […]

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abhinavsukumar on Friday File: Checking in on a “Smart” Fund / Apr 22, 11:10am

Hi Travis, Was there a note/update about QCOM after their APPL settlement? Would love to know your thoughts on it. And ...

StockMidas on Friday File: Portfolio Transactions Catch-up (2 sells, 5 buys) / Jul 13, 5:12pm

Naspers (the name derived from Nasional Pers, meaning National Media) hails from my native country, South Africa. With a...

Gr8Full! on written by reader

WATER our most precious resource! / Apr 30, 11:33pm

Cape Town’s “Day Zero” is call-to-action for sustainable investing https://qz.com/1240824/cape-town-day-zero-call...

chas2411 on written by reader

Gold, Silver, Copper, and Hard Assets…Fall 2017 / Jan 31, 7:24pm

$IVN RF is a speaker at the "Investing in African mining" 5th -8th Feb 2018 in Cape Town Could be very interesting ...

sheldon on The Twelve Biotechs of Christmas 2018: Balthasar / Jan 15, 11:00pm

In Cape Breton(a poorer and very musical part of Nova Scotia) hockey games between local teams typically devolved into ...

xrhodie on Cisco, Chang & Charlie Part 3 / Oct 8, 1:16pm

#CCall peterk. I had no problem using Skype from Cape Town. Have you tried that?...

Travis Johnson, Stock Gumshoe on Friday File — Checking in on some favored Mutual Funds / Aug 16, 2:03pm

It's a little odd conceptually, because 100% of the exposure is to the CAPE strategy... but it's done through swaps, not...

RKD2 on Friday File — Checking in on some favored Mutual Funds / Aug 16, 1:16pm

Perhaps I'm missing something obvious, but on the linked DSEEX report, I can't find the % breakdown between funds invest...

Travis Johnson, Stock Gumshoe on Friday File — Checking in on some favored Mutual Funds / Aug 13, 9:48pm

The CAPE ETN is the basic shiller CAPE sector rotation strategy in ETN form, though I haven't dug deeply into that one....

secretsquirrel on written by reader

Gold and Silver and Hard Assets after Trump’s Inauguration…2017 / Jan 24, 1:40pm

https://www.miningindaba.com/ehome/index.php?eventid=174097 The Cape Town mining Indaba Feb 6th to Feb 9th. Fried...

arch1 on

Club house for Politics, Religion, etc. (volume 7) / Nov 22, 12:51pm

john Radiation is a fascinating subject as that is one way power/energy is moved over large distances. We seldom think ...

jjayforbes on Is September 30 really “D-Day for the U.S. Dollar” as Jim Rickards is Warning? / Aug 5, 1:13pm

Travis, I am one of Jim Rickards' subscribers so I can tell you that his "World Money" play is actually something you w...

dunnydame on written by reader

GOLD BULL INVESTMENTS FOR THE NEXT LEG UP…June 2016 / Jul 27, 4:41pm

Jokin: Here's one. It's long and covers all manner of global mining news; just skim over what you're not interested in...

sogiam on locked content

Club House for the discussion of Religion, Politics and other Unmentionables Volume 4 / Nov 6, 12:18pm

On the 31st of July, this beautiful time-lapse rise of the Full Blue Moon was captured 2 ½ miles away from Cape Byron L...

John King on locked content

Club House for the discussion of Religion, Politics and other Unmentionables Volume 4 / Sep 2, 10:38am

Benny, Lulu and Tom N - In the FWIW department. A few months ago I posed the question of how many stocks one could eff...

Tom N on

Club House for the discussion of Religion, Politics and other Unmentionables Volume 4 / Sep 1, 7:26pm

Lulu..You're not alone, believe me. If I was anymore red, I'd be a matador's cape. Which I'd rather welcome at this p...

Dr. KSS, MD PhD on The Second Coming of TransEnterix? / Jul 27, 7:36pm

Peter French said "Don't bite my cape."...

Dr. KSS, MD PhD on written by reader

Of Needles, Haystacks, and the Needle-in-a-Haystack Cancer Diagnostics Nanocap That May Belong in Your Portfolio / Jun 18, 10:18am

They can't possibly grill him hard enough to suit me: http://www.cbsnews.com/news/dr-oz-defends-weight-loss-advice-at-s...

john arguimbau on “An English King’s Blunder Can Make you 1,890% Richer Now” (Stephen Leeb) / Oct 11, 7:46pm

1555 P.D.T. 10/11/2013 You deserve a MA 3day weekend after tackling anything by Dr. Leeb. I did very well by myself from...

Steve on

Lyme Disease and Other Tick-borne Illnesses: A Conundrum / Oct 8, 9:19pm

Living here on Cape Cod, arguably now tick capital of the U.S., I have had a number of brushes with this topic. Twenty-...

Leon Ward on “The Industrial Pioneer of India … an unprecedented opportunity for growth.” / Mar 26, 4:41pm

Hi Travis, I'm a business man from South Africa that used to live in the States, my wife and kids are American- foll...

StockGumshoe on “From ‘Strong Buy’ to ‘Back up the Truck'” / Mar 29, 8:09pm

Thanks Steve! I spent the first few years of my life on the Cape, actually, but this time we'll be out in western M...

Steve on “From ‘Strong Buy’ to ‘Back up the Truck'” / Mar 29, 4:59pm

If you're coming to Cape Cod, let me know and I'll tell you all of the insider info. ...

Stephan Lombard on “Best Gold Story in 14 Years?” McCoach / Dec 1, 9:15am

I know the answer....check out www.thefundametalview.blogspot.com Stephan Cape Town South Africa...