Seattle & Balancing the Budget
For all those people that missed the Webcast I'll post a link here once compliance is done with it.
I will be in Seattle...
(Not) Listening to the Experts
Great article from Jonah Lehrer titled "Beware Our Blind Seers". He is also the author of "How We Decide".
Added his blog Frontal Cortex to...
WebEx Tomorrow
I'm doing a short WebEx tomorrow, Thursday the 4th to chat a bit about the ETF and liquidity, etc. Join in and ask some...
Great Paper on Pension Funds
Hope Is Not a Strategy - John West, Research Affiliates
In related news, the French Senate just passed their pension reform bill. Here are some...
Sell in May and Go Away (or The Seasonal Switching Strategy, The Best Six Months, The Halloween Indicator)
"Because I believe that all criteria for investing (that is, good betting strategies) should have a logic that isn't time specific, I believe that...
What Hedge Fund Managers Are Killing it This Year?
Long time readers know I love thumbing through 13F hedge fund filings on AlphaClone as both an idea farm and a way to piggyback on...
Timing the Permanent Portfolio (and Ivy, Swensen, Arnott, Bernstein…)
The three biggest questions most investors face are 1) How much of their portfolio they place in risky assets, and 2) how they allocate...
Bloomberg Radio
UPDATED: Link to audio is here.
Getting ready to do a segment on Bloomy Radio, listen in!
The Cambria Global Tactical strategy is now live (ticker:GTAA)....
Access to Hedge Funds and Alternatives
There have been more and more hedge-like funds coming to market lately through either ETFs or mutual funds. I didn't know that Altegris launched...
Hussman Stock Valuation Models
John Hussman is one of the best portfolio managers around. His ability to take complex topics and distill them down to simple readable articles...
