Does the Government Owe You Money?
I do this post every year around tax time, and somehow forgot this year. But, when I saw this New York Times article I...
My Readers are Cheap Bastards
...and I consider that a compliment - love the value investors out there!
I have done lots of posts on self-publishing, here is a good...
Upcoming Speeches
I should have posted this sooner, but local LA folks can swing by two speeches. Today (sorry!) in West LA, then in a few...
Teaching Your Children How to Invest
I had a reader email in the other day with a seemingly simple question: what is the best way to teach your child to...
112 Year Holding Period Not Enough
This is a great chart from Patrick O'Shaughnessy on worst case returns for stocks. As you can see, the US had pretty good returns...
Hacking the Top Hedge Funds
Long time readers know that I've been publicly writing about tracking the top hedge funds through 13F filings since 2006 (but following them since...
“The S&P 500 is a trading system…
...and by the way, not a very good one" -David Harding, Winton (HT: @Covel)
Fun video below
Important News Reminder – GTAA ETF
Below is an email letter we sent to shareholders in June. While I strive to avoid discussing work related matters on social media such...
Buffet’s Favorite Indicator (for Japan)
Two fun charts below comparing mkt cap to GDP in the US and Japan. Interesting to see they have similar medians, as well as...
