Fees of the Top Advisors

I was updating an old table I used to post on the blog called “A Survey of the Money Manager Space”.  It examined a lot of the online and offline offerings from various providers – RIAs, roboadvisors, custodians, etc. My prior quote from 2012: Investors shouldn’t pay much for buy and hold portfolios.  Honestly they…

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Time Machine: 2010

I’ve been digging through the archives and came across this old post with a fun piece from Paul Tudor Jones, who wrote the foreword to the new edition of Reminiscences of a Stock Operator …: The interview  is priceless. Must read. “There are two rules from this book by which I now live during these later…

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Login

I added a simple one time email login to the blog.  It should work such that you only have to type your email in once – obviously I will never rent or sell your email.

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The All Seasons Portfolio (aka The Tony Robbins Portfolio)

Like I wrote about the other day, I’ve really taken to podcasts.  One of the recent podcasts I listened to was an interview between Tony Robbins and Tim Ferriss.  I’m not that familiar with Robbins (I keep calling him Larry Robbins, the founder of the Glenview hedge fund).  He is publishing a new book out…

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Look Who Decided to Show Up to the Party…

I mentioned on Twitter the other day that trendfollowing is my desert island strategy.  Trendfollowing had a great Sep, and is having a great 2014 so far.  (But a tepid to terrible last 5 years depending on the system and markets.) We’ve done testing going back 100 years or so (so has AQR in their…

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Single Best New Site For Investors

I am super happy to announce that Research Affiliates has build out a pretty killer new capital market forecast site, complete with CAPE updates! Enjoy! http://www.researchaffiliates.com/AssetAllocation/Pages/Core-Overview.aspx  

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Omaha, Process, & Skin in the Game

Every time Peyton Manning steps up to the line of scrimmage he is prepared to audible.  He has spent thousands of hours of film study to get ready for nearly every situation.  So when he shouts “Omaha”, he isn’t panicking or reacting emotionally, he is simply instituting a reaction to calculated probabilities from many years…

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A New Medium

I have spent more and more time listening to podcasts. They are the perfect medium for chats on investing – really the exact opposite of the 30 second soundbite on TV.  I currently only listen to a few – Ritholtz, Ferris, Altucher, Stansberry, and Covel.  Covel has nearly 300(!) with some of the worlds best…

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Notes from Bhutan

I’ve been spending a few days in Bhutan with my Mom (photo below), and it’s been a truly special trip.  I’ve had a little time to think, reflect, and in addition to committing to writing some more, there will be a few monster announcements coming in a few months, so stay tuned!  A few quick…

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I’m Hiring!

If you are an A+ candidate, incredibly sharp, gritty, and super hungry, come join us!  We are looking for: National Director of ETF Sales Internal/External ETF Wholesalers Shoot an email to info@cambriafunds.com (Don’t expect an immediate response, out of the country for 2 weeks)

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