Forget about all the failed mathematical/statistical models: use common sense and a few yardstick to preserve capital and make sure that any impairment will not be fatal.

1. http://marketsandbeyond.blogspot.com/
http://www.pcgwm.com/
The Seven Immutable Laws of Investing
A down to earth paper on investing from James Montier of GMO, full of common sense,
far away from all the mathematical/statistical models that failed so badly during the
financial crisis.
GMO is a top notch value investor.
Source:
Grantham, Mayo, Van Otterloo & Co (GMO): The Seven Immuable Laws of Investing –
James Montier, March 2011
http://www.gmo.com/
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2. http://marketsandbeyond.blogspot.com/
http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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http://www.pcgwm.com/
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