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Snacktime

Now that Bloomy has opened an LA bureau with a comparable snack bar to that of HQ in NYC, I will happily join and chat markets anytime!    

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What is(n’t) Possible

I got pitched (spammed) some marketing materials from a tactical bond RIA a few months ago.  They claimed 9+% returns, no down years, and a sub 5% drawdown.  Audited over 25 years!  Oops, I forgot, also a 1.3 Sharpe Ratio.  And all of this is…

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Sovereign High Yield Bond Strategy

There is ample research that shows that sorting government bonds on yield works great.  The outperformance has been very consistent over the years at about 2% a year.  The Dimson, Marsh, Staunton crew examined this in their 2012 GIRY issue, and graphic is below.  These…

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Would You Pay Your Advisor $1,000,000 in Fees?

Personal Capital has a cool report called “The Real Cost of Fees” demonstrating just how much people lose to fees over a lifetime (it’s staggering). Assuming a $1 million portfolio – growing at 7% over 30 years – you would have paid Merrill Lynch $1.4 MILLION…

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If BusinessInsider is Worth $440 Million…

First, congrats to all my friends at Business Insider.  They have come a looong way, and awesome to hear of the well deserved payday.   This is an update of an old post where I looked at some valuations of various media properties to see…

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Why The Big Bad Bear (Probably) Isn’t Over Yet

I enjoyed this interview with Joe Rosenberg of Loews – The Wisdom of a Stock Market Nonconformist.  He is a Wall St legend and the interview is great.  However, there is a section I disagree with so I thought I would expand my thinking a bit…

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Pick The Title For My Next Book!

Ok, I updated this with the original feedback…let me know what you think! Some funny non winners at the bottom… Create your own user feedback survey The non winners: Robin Hood Investing: Stealing the Best Stock Ideas Without Paying 2 and 20 How I became…

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