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Author: TMFGebinr Big gold star, 5000 posts Top Recommended Fools Old School Fool Supernova Phoenix 1
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Subject: Fascinating read Date: 10/5/2012 9:51 AM
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Hi everyone,

Here's something I ran across from Advisor Perspectives. This is the original PDF from the author's website. Jensen puts out a monthly letter and I'm told it is quite good.

Anyway, this one (October's letter: http://www.arpllp.com/core_files/The_Absolute_Return_Letter_...) looks at why career risk-based investing is rearing its head again and data on various strategies, including the idea that emerging market returns and those countries' GDPs are not well correlated (though, as always, price paid is a determinant on returns).

Another important datum point is that long-term investing and buying when things are cheap is a powerful combination.

Enjoy!

Cheers,
Jim
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