Why we believe that you need to be a medium-term market timer, to do well in all markets. A lesson from history  http://puzzlefinancialadvice.com.au/2021/Core/Static_Asset_Allocation_long_term_buy_and_hold_strategies_often_fail_Why_is_that_210202.pdf

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    Jeremy Grantham 27/2/2012 "Believe in history. History repeats. All bubbles break. Be patient and focus on the long-term. Wait for the good cards."

    Puzzle Financial Advice is NO LONGER providing personal financial advice

    From Jon Pain?

    • https://boockreport.com/about/

    • http://stray-reflections.com/

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    Shiller:

    • http://shiller.barclays.com/SM/12/en/indices/static/historic-ratios.app

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    Adviser Perspectives:

    • valuation measures.

      • https://www.advisorperspectives.com/dshort/updates/2018/04/03/the-q-ratio-and-market-valuation-march-update?

      • https://www.advisorperspectives.com/dshort/updates/2018/04/04/market-remains-overvalued

      • https://www.advisorperspectives.com/dshort/updates/2018/04/02/is-the-stock-market-cheap

      • https://www.advisorperspectives.com/dshort/updates/2018/04/02/margin-debt-and-the-market

      • https://www.cmgwealth.com/ri/radar-equity-market-valuations-tell-us-probable-7-10-12-year-returns/

      • https://www.advisorperspectives.com/dshort/updates/2018/04/03/market-cap-to-gdp-an-updated-look-at-the-buffett-valuation-indicator

        • http://archive.fortune.com/magazines/fortune/fortune_archive/2001/12/10/314691/index.htm

      • http://archive.fortune.com/magazines/fortune/fortune_archive/2001/12/10/314691/index.htm

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    Food.

    • http://allprices.com.au/lamb/

    • https://www.frugl.com.au/

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    bruce.baker@puzzlefinancialadvice.com.au