Berkshire Summary
I often post links to Twitter that never make it to the blog, so I will repost this link as it is a great...
Travel: NYC Trip
I'm headed to NYC this weekend through next Thursday. If anyone has a suggestion for a good happy hour spot on Monday and Tuesday...
Nail in the Mutual Fund Coffin (NAV Based ETF Trading)
I don't see the reason so many people are clamoring to make ETFs less transparent (usually 99% of the people don't need to mask...
Million Dollar Idea (Tax Harvesting)
We post a lot of ideas that I think could very easily be multi-million dollar ideas for entrepreneurs with the right drive to execute...
Another $10,000 Winner
Great to see another blog reader won the $10k research prize for the NAAIM Wagner Award for best white paper.
Risk Premia Harvesting Through Momentum...
The Idea Farm
I got to stop in Omaha for my first Berkshire meeting this weekend. Charlie Munger had a great quote about how following other successful...
Travel: Omaha
I'll be at the Berkshire meeting this weekend as well as the Value Investing Congress. Drop me a line if you are around to...
Disrupting the Old $ Guard
Nice post by Scott Bell on the challenges many in the tech/VC world face when trying to disrupt the investing landscape.
Click to enlarge:
US 10 Year Bond Yielding 0.5%
I spend a lot of time chatting with institutions, and universally everyone hates bonds. HATES them. Everyone KNOWS bonds are in a bubble. You...
Combining the Last Two Posts
Cramer used to talk about showing up to hedge fund interviews with a box of Krispy Kreme doughnuts.
Looking back on the last few posts,...
