Just a quick note today on a couple more interesting sites.
The first one is Crestmont Research which is written by Ed Easterling an author and Co-author of several books. It includes some really interesting charts and data on 10 year earnings and P/E's and secular bull and bear markets. It is very US orientated but still of relevance to investors elsewhere because of the influence of US markets globally.
The second one is a blog called Market Folly which describes itself as giving updates on what top hedge funds are investing in. The latest post on 17th January 2014 was on an interesting client letter about the role of luck in investing from the highly regarded Howard Marks the chairman of Oaktree Capital. As they say if you can't be good be lucky.