Investing with a Legend: Michael Price
I'm going to do a series for readers of The Idea Farm where I identify and chat about my 20 favorite hedge fund managers...
Travel: NYC & Mexico City
I'll be in NYC the last week of the month to chat up The Evolution of Active Asset Allocation, and best part, it's free!...
The Big Mistake
The biggest mistake investors can make that risks them blowing up is concentration, especially coupled with debt/leverage. One would think that, at the time,...
Playbook for When the Government Restarts
How have assets performed in previous gov shutdowns? And how do they do in the following two weeks? Scott Minerd answers with buy stocks...
Dividends and Buybacks
A nice little video from Oakmark's Nygren:
"Investors have been overpaying for dividend stocks while undervaluing companies that are buying back shares, Oakmark Fund's Bill Nygren said...
NYC and Chicago Next Week
I'll be talking at these two events next week, drop in and say hello and pick up a free book!
NYC
High Income Strategies in a...
How Does a 2000 Year Old Asset Allocation Strategy Perform?
Maybe the combination of two seemingly unrelated things will make the whole more complete?
Much like the Merkel shirt on a plumber, the above phrase...
Does CAPE Work on Stocks?
My buds Wes Gray and Jack Vogel just put out a killer new paper where they asked the above question. The simple answer is...
How Does the All Market Portfolio Perform?
I enjoyed reading Phil DeMuth's recent book The Affluent Investor. It's a good overall read on asset allocation for the individual. At one point...
Travel: NYC, Chicago, Dallas
I'm heading to these three cities over the next two weeks for two speeches and one Broncos game. Drop me a line if you...
