CAPE Research Catalog - A Financial Planner's Resource

CAPE Research Interactive Timeline

A timeline is an especially appropriate way to catalog CAPE research and discussion because it highlights the fact that any given piece of research fits into a body of research which synergistically builds the case for the importance of CAPE ratios to financial advisers.

As of March 2016, the timeline includes entries spanning from 1934 through the present.

Instructions for using the timeline are included below the timeline.

Apologies: The timeline doesn't scroll properly when viewed with mobile devices but you can use the 'year' hotlinks at the top of the timeline to move it left and right.

Last Update: March 2016.

The CAPE Research Catalog and Timeline is © Copyrighted by Kay Conheady, CFP® 2012,2013,2014,2015,2016

1934 1940 1953 1961 1973 1988 1994 1996 1998 2000 2003 2005 2007 2008 2009 2010 2012 2013 2014 2015

Filtering Note: Filtering entries can cause the timeline to become very sparse.

Tips for Using the CAPE Research Catalog Timeline

Exploring the Timeline Entries

Hover your mouse over a timeline entry to see a brief description of the entry.

Single click the entry to see a description of the entry that (often) contains a link to the article/book/discussion.

Use the filtering and highlighting controls beneath the timeline to pinpoint entries of interest.

Most timeline entries have keywords associated with them to facilitate "theme" filtering. The main keywords are:

asset allocation, critique, forecasting, retirement planning, sources of return.

Navigating The Timeline

To scroll the timeline left/right...

- Fastest - click in the grey background then use the 'Page Up/Down' keyboard buttons to move back/forward in time

- Slow Browse - click-hold in the grey background and drag your mouse left/right.

- Fast Browse - click-hold and drag in the light green year(lower) band of the timeline

To quickly center the timeline to key historical bullets, click the 'target year' hotlinks above the timeline.