Barron’s to Launch ETF
The headline is a joke of course (although did you know Forbes was once moving into the ETF space?), but from the results for...
Gundlach, Japan & the US
In the Gundlach call today (PPT here), he referenced the returns to Japan and US equities over the past 10 years. Japan has a...
Best Ideas 2013
I am speaking at the best ideas online conference in January (and I see my buddy Wes is too). Will post a reminder in...
Hercules! Hercules!
Excellent new white paper from Montier at GMO - The 13th Labour of Hercules: Capital Preservation in the Age of Financial Repression. I got this late...
Top 10 ETF Launches of 2012
Back in Feb I predicted that Gross's new fund would raise $5b (and it didn't so I had to buy Jake at EconomPic dinner...
Stock Market Forecast = Marine Layer
Living in Los Angeles I've often woken up in the morning to see a big grey haze out everywhere (like today) that people affectionately...
