Assessing Performance – A Case Study
HT: ZK
Great read from Howard Marks in this months Chairman Memo.
"Thus timing - and in particular the selection of the beginning point and end point...
Norway vs. the Endowment Model
aiCIO is quickly becoming one of my favorite reads.
Here is new article on a white paper examining the Norway pension funds vs. the endowment...
Obama’s Budget Proposal Will Drive Fewer Companies to Pay Dividends
It is often very difficult to determine how geopolitical events will play out in markets. However, there are some cases where a structural change...
Lifestyle Companies
Totally unrelated to markets, but lots of interesting lifestyle companies popping up. I am inherently skeptical about most of these (Groupon and sites like...
Guide to the Markets
Following on the heels of the awesome GIRY download a few posts back, here is a very cool PPT from JPMorgan:
Guide to the Markets,...
ETF Guide for Investors
Nice PDF from Morningstar on ETFs.
Table of Contents Below:
Introduction
The ABCs of ETFs
Choosing ETFs the Morningstar ETFInvestor Way
An ETF Primer for Retirees...
2012 Global Investment Returns Sourcebook
Get it while it's hot! (HT: Abnormal Returns)
One of my top must reads of the year...
(PS If you are a CSFB client you can...
Updated: How to Pick Mutual Funds: The Netflix Prize for Improving Morningstar’s Star Rankings
Thought I would update this older post with a few new studies that take a look at active share, and illiquidity and momentum.
While most mutual...
