When Funds Go Out of Business
I used to write a lot about the managed futures space. I love the strategy, but still think it is ripe for disruption. Add...
Why You Should (NOT) Invest in Hedge Funds through 13Fs
I've done more articles on 13Fs than I can remember. But I often get tired of hearing people repeat nonsense about 13Fs with no...
Risk Parity : The Interrogation
Gonna try and listen to this on the plane back to LA.
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More from Bwater, Salient, and Invesco:
The All Weather Story
Investment Insights -...
Where in the Bitcoin Bubble Are We? Just Starting or About to End?
Investors should love bubbles. That is where are lot of big money can be made. Avoiding their destruction can be challenging of course. A...
Next Generation of ETFs
I sent this out to The Idea Farm this past weekend, but it is worth sharing. From PWC
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Weekend Reads
Three good reads this weekend from Barron's and the WSJ.
First, the Barron's ETF Roundtable.
Next, an interview with Ben Inker at GMO, much...
Time Spent Before Making a Purchase
I made a offhand remark on Twitter awhile back but was curious about how much time people spend researching before purchasing something.
"Amount of time...
Asset Allocation Tactical Backtester Download
I'm not sure why I didn't do this before now, but I'm going to try and make a simple asset allocation backtest Excel sheet...
What Works Better, Earnings or Dividends?
I wanted to take a look at another long term valuation metric to see how it does relative to our CAPE metric from our...
