Investing With Third Point

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Third Point has been one of the best hedge funds in the world for the past decade or so.  The fund has returned about...

The 7/12 Allocation

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People seemed to really like our last post on asset allocation strategies.  Below is a sample allocation from an oft requested model, the 7/Twelve portfolio.  

Travel: NC

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I will be chatting up the CFA societies in Charlotte, Winston-Salem, and Raleigh next week.  Stop by and say hello if you're in town!   http://www.cfasociety.org/northcarolina/Pages/default.aspx   Charlotte August...

Asset Allocation Strategies

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I have been contemplating writing a book or white paper on asset allocation strategies.  But like many pieces I have started to write this...

Superhero Inflation

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A few fun infographics from Mashable/Samsung.  Kudos to the artist Bob  for getting most of the inflation numbers broadly correct.  (The exception is Batman,...

Just Go Halfsies

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Many people are attracted to investing (rather, trading)  largely due to the excitement.  Also, a lot of people like to have a position one...

Indexing 2.0 (aka Better Indexing)

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Here is a fun email I sent out to The Idea Farm this week...thought I would share since lots email me about similar topics... I...

Shareholder Yield Book Free on Amazon

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Amazon lets you offer your book for free on Amazon for five days per quarter, so I have it setup to be free today...

Is Gundlach Right, Have Bonds Bottomed?

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A few weeks ago bond king and fellow Angeleno Jeff Gundlach mentioned that he thought bonds were near a bottom.  From Reuters: "The momentum of...

More on Timing

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Fun article on timing stocks.