ETF Fool

Roger Nusbaum submits:

Barry Ritholtz posted this list that came from James Montier who used to be at Soc Gen but is now at GMO.

Markets Aren’t Efficient
Relative Performance is a Dangerous Game
This Time is Never Different
Valuation Matters (in the Long Run)
Wait for the…

I am a big fan of Stephanie Pomboy’s economic commentary, even though she has steadfastedly managed to duck my meeting her every chance she gets — conferences, dinners, drinks — I even heard she once hid behind a column in…