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Million Dollar Fintech Ideas

Years ago I wrote about a number of great fintech ideas no one was tackling.  It is great to see people working on all of them! As an example, I was excited to see Wes build out his tools section of Alpha Architect.  Want to…

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The Best Investment Newsletter Out There

For those that are not familiar, I run an email service called The Idea Farm.  The goal is simple: sort through the flood of white papers, books, investment newsletters, and general noise to find the 1 or 2 best ideas or research pieces each week.…

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Books on the Way

A few reads on the way or on my nightstand: added one more I forgot: Dual Momentum by Antonacci Zero to One – Peter Thiel Millennial Money – Patrick O’Shaughnessy including special offer with lots of goodies here World Order – Henry Kissinger  Deep Value…

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The CAPE Ratio Doesn’t Work

because of “X”.  Market participants love focusing on the details while often avoiding the greater picture.  And almost always they find ways to justify whatever market stance they have. Most bulls are now finding holes in all the valuation metrics the same way most bears…

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13F Investing Doesn’t Work, Right?

I’ve been writing about 13F investing strategies for a long, long, time.  Almost no where else in finance is there more disinformation on a topic.  Honestly, I don’t think the SEC should make funds publish their holdings, but since they do, it is silly to…

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Travel and Talks

I’ll be in the following cities to give some talks, come say hello! Atlanta, Wed September 10th, ASFIP Chicago, Sep 15th-19th, State Street and Morningstar Events Charlotte, Sat Sep 20th, CFA/MTA Luncheon Asia (Thailand and Bhutan), October 1-14 Sante Fe, Oct 16th-17th, private event Portland,…

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Everything You Need To Know About the CAPE Ratio

I just got back from 5 days backpacking and fishing in King’s Canyon (next to Sequoia) at a place called Rae Lakes.  It has been on my bucket list for years, and it did not disapoint.  Here is a quick photo before we dive into…

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