Nothing like a 99% drawdown (if/when the market reopens) to rattle the nerves of a buy and hold apologist.  Remember,...

I know the first quarter isn’t over yet but I have some other things on my plate this week.  Below are 10 broad...

I’m doing a white paper/blog posts (or book depending) on some of the most popular asset allocation strategies....

5.  Investment newsletter focused on Best Ideas.  Each month interview a hedge fund or other manager and outline their...

I used to use Portfolio123 years ago but stopped since they didn’t include dividends.  And not including...

I received a lot of emails from readers on the shift to a premium offering, so I thought I would summarize the why and...

I’m pretty bullish on stocks right now.  Global valuations are cheap, although the US is one of the top 4 most...

People often ask me why we use 10 year inflation adjusted PE ratios rather than simple trailing 12 months.   Below are...

I don’t pretend to consume information the same way my readers do (I still don’t have a Kindle or iPad,...

You probably think you are good at picking stocks (and investing in general).  I hate to be the bearer of bad news,...

Quartz had a fun profile of some activist investors recently.  The profiled best friends Ackman, Icahn, and Loeb in...

It has taken me awhile longer to finally get the technology working here, but I think we are all set. If you want to...