ETF Contest
I enjoyed hearing one of the top three ETF issuers mention all the ETFs that needed to be launched have been launched. So, with...
The Dividend Challenge
I was giving a talk the other week in Chicago and one audience member asked me what was my biggest concern in the markets....
The Perfect Asset Class
I wanted to illustrate a point I was trying to make to a friend about asset allocation. Most people approach it with the "more...
20% YTD, is that Normal?
I used the word "normal" above on purpose, as there is really nothing normal about stock returns. They tend to be more extreme than...
Is The Big Bear Over?
This is a good piece on secular bull/bear markets from Ed Easterling on Barry's blog.
I had never thought of visualizing the CAPE this way,...
Webinar Tomorrow (Tuesday)
I"m doing a webinar with Zack Miller tomorrow - it's different than most talks I do - this one is focused on the publishing...
Which PE Ratio is Best?
In honor of the good professor winning the Nobel prize today, I thought I would show a quick chart we have never published. It...
Asset Allocation Strategies
I'm adding another allocation from some of my favorite writers at the Butler Philbrick shop. They did a post here with an allocation below....
iTunes Podcast
I know a lot of my readers don't use Twitter, so every week I'll post a few tidbits that you may have missed.
This week...
The BIGGEST Problem with Buy and Hold
The title could just as easily have been 'The Problem with Market Cap Weighting'
When overvalued assets grow to be bigger and bigger parts of...
