linkedin-with-circle twitter-with-circle rss search

Travel and Speeches

While I just got home to my own bed, I’m getting read to hit the road again.  Below is a list of upcoming speeches and travel.  Drop me a line if you want to schedule a meeting (or a beer), the entries in BOLD are…

Read More →

Does it Even Matter?

I get lots of questions regarding our original paper, most of which I’ve tried to tackle in the FAQs in the update.  Here is a fun look from the Butler Philbrick crew asking some questions I have never even considered (what about an ANNUAL rebal?)…

Read More →

My #1 Read of the Year

I sent this read out last week to the Idea Farm list, and since it is a free download as well as my favorite read of the year I’m including it here.  CSFB publishes the Global Investment Returns Yearbook each year, and it is a…

Read More →

My Investing Mentor

This is one of my favorite pictures of Dad and I, having breakfast on the shores of Lago Atitlan in Guatemala.   I have always loved New Years Resolutions.  That doesn’t mean I have always been able to keep them of course, but the idea…

Read More →

What Does Siegel’s NIPA P/E Say About the Stock Market?

I had a great time at the ETF.com (formerly IndexU) conference in Florida the other day.  The highlight for me was getting to see Jeremy Siegel speak.  He is a brilliant researcher and well deserves the title of the “Wizard of Wharton”.  Especially wonderful was…

Read More →

Market Outlook 2014

(This was going to be a longer piece but I’d touch on the highlights below.) Let’s jump right in – how did broad asset classes perform in 2013? Short answer – a monster year for US stocks, bad for bonds and commodities.  Foreign equity markets…

Read More →

9% Alpha with Munger and Van Gogh

I’ve done this post every year since Ivy Portfolio came out (you can see last years longer post here).  I’ll let you read the old ones if you want, but needless to say it was another banner year for 13F tracking.  The average fund that…

Read More →

Crowdsourced Research

I am holding a cover design contest for my next book, and you can vote here if you want to take a peak. As usual the one I like the most is running in last place!  But then again I profess no taste or marketing…

Read More →

Web Statistics