Notes from Bhutan
I've been spending a few days in Bhutan with my Mom (photo below), and it's been a truly special trip. I've had a little...
I’m Hiring!
If you are an A+ candidate, incredibly sharp, gritty, and super hungry, come join us! We are looking for:
National Director of ETF Sales
Internal/External ETF...
Million Dollar Fintech Ideas
Years ago I wrote about a number of great fintech ideas no one was tackling. It is great to see people working on all...
The Best Investment Newsletter Out There
For those that are not familiar, I run an email service called The Idea Farm. The goal is simple: sort through the flood of...
Books on the Way
A few reads on the way or on my nightstand:
added one more I forgot: Dual Momentum by Antonacci
Zero to One - Peter Thiel
Millennial Money...
The CAPE Ratio Doesn’t Work
because of "X". Market participants love focusing on the details while often avoiding the greater picture. And almost always they find ways to justify...
13F Investing Doesn’t Work, Right?
I've been writing about 13F investing strategies for a long, long, time. Almost no where else in finance is there more disinformation on a...
Travel and Talks
I'll be in the following cities to give some talks, come say hello!
Atlanta, Wed September 10th, ASFIP
Chicago, Sep 15th-19th, State Street and Morningstar Events
Charlotte,...
Everything You Need To Know About the CAPE Ratio
I just got back from 5 days backpacking and fishing in King's Canyon (next to Sequoia) at a place called Rae Lakes. It has...
