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...
Best Ideas Conferences
I added a few new listings to the Conferences page on The Idea Farm.
Ira Sohn London
Alpha Hedge West (Fall - Great summary from MarketFolly)
and...
Wine and Burgers
I'm testing to see if this storify link works below...was trying to post some tweets...
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4% real returns. For wine.
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And for the Broncos game tonite,...
Wikipedia/Hoover’s for Hedge Funds
A few years ago I built this basic website to try and archive hedge fund letters. It obviously needs a refresh but the site...
Chart Review
FinViz is one of the better visualization websites. Below are some weekly charts for perspective:
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Keeping it Simple: Trend and Valuation
My friend John Hussman has done a lot of great work looking at stock returns during different regimes. At the end of the post...
Are there Opportunities or Not?
It is interesting to me to hear the famous value guys disagreeing on market opportunities lately. Some are talking about finding lots of opportunity,...
How to Win NFL Pick’em
I posted this article way back in 2010. It is a simple quant, anti-consensus method to win your NFL (or any sport) pickem league...
Mom’s Buying Munis
My mother (that I love more than anything on the planet) is the near perfect contrarian signal when it comes to investing. Rarely do...
