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2013 Resolutions

(On a personal note, this is an awesome bucket list of dream trips and must do trips for 2013!  Personally the Powder Highway looks like it is right up my alley…)     It’s been six years and over 1,200 posts on the blog, and…

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Travel and Talks

Below is a short list of talks I’ll be giving in the first few months of 2013.  At one conference I follow Malcolm Gladwell directly prior to happy hour.  Over under on attendees I’m guessing is 10? Best ideas online conference January 7-8 Berkeley, CA, AAII,…

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9% Alpha with Munger & Van Gogh

I’ve always believed in learning from other investment greats as mentors, and that is the tagline from my other site The Idea Farm: “I believe in the discipline of mastering the best that other people have ever figured out.  I don’t believe in just sitting there…

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Quant Value

A great new book out from Wes Gray and Toby Carlisle:  Quantitative Value, + Web Site: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors. My blurb:  “Gray and Carlisle take you behind the curtains to build a black box based on the…

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The Last Five

As we wind down 2012, I’m going to summarize a few of my favorite posts from 2012.  But first, I thought it would be worthwhile to take a look at the first few months of The Idea Farm In the first four months we have…

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Why Active ETFs Spell Doom for Active Mutual Funds

People still don’t understand the tax benefits of ETFs.  I think they are beginning to, but the big difference will not be for indexes, which are often more tax efficient, but for active equity mutual funds.  Look at this article and see how much was…

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Year of the Tiger (Stocks)?

Actually this is the year of the Dragon (2010 was the year of the Tiger).  I’ve been writing about 13F investing since this blog began 6! years ago, back when I had to compile all the 13F filings by hand in Excel (search the archives…

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What Countries Set to Outperform in 2013?

If you read The Ivy Portfolio you would have seen a few sections on quant reversion strategies.   One strategy is to look for asset classes that were down both two and three years ago (1,2, and 3 years ago is even better).  The median return…

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