Think in Decades
Join investors who understand that the most powerful edge in markets is simply a longer time horizon than everyone else.
Free. No spam. Unsubscribe anytime.
What You'll Receive
- Monthly Research Essays One substantial, data-driven piece each month on a topic in long-term market history, valuation, or return dynamics.
- Data Updates Quarterly updates to key long-term metrics: the Shiller CAPE, rolling return tables, and dividend yield history.
- Reading Recommendations Curated links to the best academic papers, books, and long-form writing on empirical finance and investment history.
- Historical Perspective Context that only comes from studying a century of market data — helping you stay grounded when short-term volatility creates anxiety.
Cadence: Monthly, typically in the first week of the month. Occasional special issues when market conditions warrant historical perspective. We will never send more than twice per month.