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Benjamin Orthlieb
@BenOrthlieb
Joined July 2014
46
Following
47
Followers
347
Posts
Benjamin Orthlieb
@BenOrthlieb
over 7 years ago
I am an immigrant to America; I just heard this speech from President Reagan for the first time and was deeply moved.
#americandream
https://t.co/cm3ZJdUNUG
Benjamin Orthlieb
@BenOrthlieb
over 9 years ago
My Fresh Cut https://t.co/NUClXCbf7e
Benjamin Orthlieb
@BenOrthlieb
almost 10 years ago
@hussmanjp
Have you tried Mkt value/GVA for countries outside the US? CAPE works well, but maybe yours is better
Benjamin Orthlieb
@BenOrthlieb
about 10 years ago
@julienusa
I'm in!
Who to follow
Hyke
@0xhyke
Founder & Design Engineer. Building Artifacts.
Damon Sasi
@DaystarEld
Therapist, Writer, Teacher, Gamer, Podcaster. Casually striving to be better every day, in every way. https://t.co/Jnb5XLewZO
MrRavencloud❗️
@MrRavencloud
Gamer RETRO #NINTENDO #XBOX #PLAYSTATION #SEGA los videojuegos son vida!!miles de vidas..VIVÁMOSLAS TODAS!!👉🏻https://t.co/Hfpvb4rlfZ
BenOrthlieb
retweeted
Scott Bell
@iheartwallst
over 10 years ago
BenOrthlieb
retweeted
Meb Faber
@MebFaber
over 10 years ago
If you talk about one of these without the other two, you're missing the point: dividends buybacks share issuance
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Turn Off Your Chief Economist: GDP Growth Doesn't Predict Stock Returns...but Value does! Alpha Architect https://t.co/RafKJd6EBs
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
The last 30 years of global economic history are about to go out the window https://t.co/0Zg7WTKYhF
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Why I Don’t Invest in Momentum Stocks…Yet! - Alpha Architect https://t.co/YOpJfxpJ6x
BenOrthlieb
retweeted
Meb Faber
@MebFaber
over 10 years ago
Sovereign high yield bond strategy: picks ~2% a year by excluding bottom half of yielders. http://t.co/zk1Usy3JNW
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Great review of Twitter's Moment - Stratechery by Ben Thompson http://t.co/q7iut89XBh
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Absolute Strength Momentum Investing Strategy Nice returns, possibly impossible to implement! http://t.co/P44sg8MHCG
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
“The conditional probability of a recession [...] was just 5-10%. It has now jumped to between 60 and 75 %.” !!!
BenOrthlieb
retweeted
Bill Hester, CFA, CMT
@billhester
over 11 years ago
Now at June 1999 levels on MV/GDP ratio. Top came 298 trading days later. Gains during that time wiped out in 27 days
BenOrthlieb
retweeted
Robert J Shiller
@RobertJShiller
over 11 years ago
My CAPE (cyclically adjusted price earnings) ratio reached 27.60 at close of market today, passing 2007 high. http://t.co/XbP0eZ2TA7
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
“If you’re thinking of selling, you’re probably too late. If you’re thinking of buying, it’s probably too early.” http://t.co/snCdpZa9ew
BenOrthlieb
retweeted
John P. Hussman, Ph.D.
@hussmanjp
over 10 years ago
Updated Economic Review. May be surprising how many companies will attempt to offset Q3 earnings misses with job cuts
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Those metrics make more sense than debt to GDP... and are not looking good for the US http://t.co/aK2v6JGMrG
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
The first graph on probability of global recession is worth internalizing! On My Radar - CMG http://t.co/UKvZftagpd
Benjamin Orthlieb
@BenOrthlieb
over 10 years ago
Another game changing post from
@hussmanjp
- the mean inversion finding is extremely good and important http://t.co/ynZY7hIRZT
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