Active Management
I think this is a really big deal. The average active mutual fund has a 0.3% to 2.0% per year tax disadvantage to an...
Gotta Hand it to Them
Morningstar does produce some beautiful publications:
Deja Vu All Over Again
The Real World is Not Normal
You Are Not Anonymous
My blog is too boring/academic to get many hecklers (though I still get a few). And almost always, the hecklers are anonymous (or at...
Taxes and Inequality
Here is a PPT on inequality from Prof. Hendricks, as well as a table of tax rates from "How Tax Efficient are Equity Styles?"...
Real Returns (or, I Remember When a Coke Cost 25 Cents)
The post below is very important, and is something most investors never really grasp. I used to consider writing a book on this topic,...
Fireside Chat with Hendry and Drobny
I had a good breakfast with my buddy Steve Drobny the other day here at the beach. Steve runs Drobny Global and is a...
Knowledge Tracking
Fun video. (HT: AF & Sea)
[vimeo 29001512 w=400 h=225]Roger Craig - Knowledge Tracking from Steven Dean on Vimeo.
httpv://youtu.be/YRwK8SyVeJE
Biggest Mistakes for Investors
I probably find most of my links from Abnormal Returns, but CXO isn't far behind. Found this paper and CXO summary here:
Investing for the...
Curating the Institutions
One of the difficulties I have is that a great deal of my information comes from various sources (blogs, newsletters, academic papers, website, etc)....
