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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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Timing the Markets with Value and Trend

I like Five Thirty Eight.  Their data driven approach certainly appeals like a quant to me.  However, like many people out there, when they apply their logic to the stock market things start to go a little screwy.  They posted a piece titled :”Worried About…

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Your Buy and Hold Allocation Doesn’t Matter

Not sure why I didn’t include this chart in my Global Asset Allocation book, but below is the basic return/vol chart.  It demonstrates how clustered the returns are.  If you exclude the permanent portfolio (high cash), they are all within 1 percentage point of each…

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Blog Redesign

I am told I need to do a blog redesign to make my website “mobile friendly”.  Since they are going to have to recode it anyway, is there anything you would like to see added or changed?  Suggestions?  

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Has Einhorn Lost His Mojo?

I send out a weekly hedge fund profile with 13F stock picks and results to The Idea Farm each week.  At the bottom of the post is the recent Greenlight Capital profile. One of the big challenges with allocating to active (subjective, not quant) managers…

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APPENDIX F – THE LARRY SWEDROE PORTFOLIO

This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review, go here and I’ll send you a free copy. —- Larry Swedroe is one of my favorite writers and researchers.  With…

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