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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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Business Radio Podcast

I can’t rec these interviews enough.  Barry Ritholtz chats up lots of investment luminaries including Gundlach, Arnott, etc….bookmark! http://www.bloomberg.com/podcasts/masters-in-business/

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The Most Interesting Chart of 2014 (So far)

Read, and then re-read this study.  Patrick and I chatted about this study when I was in NYC last over beers and wine…my guess was that the moonshots would have had more growth characteristics, which caused people to consistently chase them.  Turns out, it looks…

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Cambria Raising a Crowdfund Round

I have been following the crowdfunding space with interest over the past few years, and dabbled a bit investing in a few private companies.  As our investment management company has grown to over $400 million in assets under management, we have considered building out the…

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Does the Government Owe You Money?

I do this post every year around tax time, and somehow forgot this year.  But, when I saw this New York Times article I thought I would send out a reminder.  I used to say this would be a great way to get a job…

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My Readers are Cheap Bastards

…and I consider that a compliment – love the value investors out there! I have done lots of posts on self-publishing, here is a good one from James recently on publishing 3.0.  Below is the distribution of books sold/free from my last two books combined.…

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