More Fee Absurdity
This is a nice post by a newly minted mutual fund manager. Quint touches on the benefits and drawbacks of launching a new fund...
Barr Rosenberg Banned from Securities Industry for Life
I mentioned this a few times on Twitter (often I'll post short reads and links on there that never make it to the blog.)...
The Genomic Revolution (Ten Years Later)
Once upon a time I was a grad student at Johns Hopkins while working as a biotech equity analyst.
Anyways, hard to watch this and...
What ETFs are Missing?
Readers of WB likely saw our annoucement last week : Cambria Files to Launch its Own ETFs.
While we have a few great ideas in the...
Arnott Speech Summary
Great notes from my friend Josh at the Reformed Broker blog re: Arnott's recent presentation in NYC. One especially interesting note is that he...
New Blog Added to Blogroll
(Update: Just realized this is the engine behind Thompson's QA Studio. Old post on Regime Change here).
Not sure how I have missed this blog...
Jackass Investing and Total Loss of Wealth
This book, Jackass Investing, arrived in the mail yesterday and despite the odd title, it is a really good book.
(Note: In an even more...
Experimenting With Umami Dust
So I am headed to a cookout/party for the NFL opening weekend this Sunday, and I need a good recipe for food to take...
Active Share in Picking Funds
Nice article here from the good folks at Research Affiliates on picking managers with high active share.
Equity Allocations: Thinking Outside of the Box
There has...
