Kirk Report Live Chat Today 5PM Eastern
I'm doing an hour long live chat with Charles Kirk today. It is text based (I type slow) so we have a full hour...
Back to Basics & Bubble, Crash, Bubble, Crash
Two great reads from GMO (Back to Basics: Six Questions to Consider Before Investing) and Hussman (Bubble, Crash, Bubble, Crash)
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)....
