Everything Old is New Again
Reading old investment books is somewhat of a hobby of mine (I know probably need a better hobby). Glancing up on my bookshelf there...
Why Don’t Asset Management Companies Hedge Their Biggest Risk?
I had a great time this week catching up with old and new friends at the annual ETF conference in Florida. I think I've...
The Most (Not) Hated Bull Market
I look forward to reading Leuthold's Green Book every month and the most recent one was great.
I asked permission to share the following study...
The Agony and the Ecstasy of Being a Trendfollower
This one chart shows almost everything - the whipsaws & false breakouts, but also the monster gains. The emotions are just as difficult for...
Travel: Houston, Miami, Tucson, BC, Pittsburgh
A few upcoming events...come say hello!
January 12th, Talk at FPA, Houston
Jan 28th - Jan 28th, ETF Conference, Miami
Feb 12th, Talk CFA Society, Tucson
March 19-25, Vancouver...
NY Resolution For You – Don’t Buy a Tesla
Vanguard, like many of the robo-offerings, markets the fee difference as a big reason to use their automated investment service. (Though as Kitces mentions,...
Stock Valuations Around the World
I talk a lot about foreign stocks being cheaper than they are in the US. I've shown this on a CAPE basis before (and...
Market Outlook 2015
I penned a short market outlook last year , and this year's outlook is basically the same. It was correct on a few points (small cap...
My Portfolio for 2015
Note: Please read this old post before the below for background info.
As I have detailed in the past, I think it is paramount for...
