Here is a first for me a post on a Sunday - but I have read some interesting stuff this week which I thought I would share.
First up is the always useful John Mauldin and his look at valuations in his latest free weekly e-mail which I highly recommend signing up for if you have not done so already.
Then there is Jeremy Grantham et al of GMO and their Q1 report looking at bubbles, although he thinks it might get bigger before it pops.
Following on nicely from that is an old presentation by Whitney Tilson of T2 (wasn't that a Terminator see quote below) partners which is titled "How to Avoid -- and Profit From -- Manias, Bubbles and Investor Irrationality." This is subtitled Applying Behavioural Finance to Value Investing the Warren Buffet way.
Also referenced by Jeremy Grantham is John Hussman - who has, I believe, been bearish for a while. His latest weekly post looks at valuations and corporate profitability as is titled : Cahm Viss Me Eef You Vahn to Live the title of which is a quote from Arnold Schwarzenegger in Terminator 2: Judgement Day.
Finally, last week there was a report from Capita on dividends in the UK in 2014 so far, which have been distorted by the Vodafone special and the effects of currencies which I touched on briefly in my post last week.
Finishing up on the Terminator theme - was curious that Matt Smith of Dr. Who fame is to star in a new reboot of the film series called Terminator:Genesis