Stockpicking Contest with $65k in Prizes
SumZero and Value Investing Congress are partnering up for their annual stockpicking contest...
We've had a few five figure winners from blog readers in past...
What Happens When You Buy Assets Down 80%?
We've done a lot of articles on value and drawdowns on the blog before (search the archives). I was curious what happens when you...
Lessons Learned on Publishing an eBook (Also, Book Now Free for Amazon Prime Members)
After a month or so of having self published our first book, a few takeaways.
1 - The most important is that, while expected,...
The Risks in Risk Parity
There's been lots of noise about Ray Dalio's All Weather fund's losses this year, but this really should come as no surprise to investors...
Research Updates (CAPE)
We will be doing our quarterly CAPE updates on The Idea Farm next week at quarter end.
Some other great research we've highlighted on...
Dads Love Dividends
Happy Father's Day to all the dads out there...I'm fishing with mine in Alaska! Pic below of us in Denali before heading out on...
QTAA Update: Conclustions and FAQs
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
Really Bad Months
Last month saw most asset classes decline, with the exception of US equities. I thought I would put the declines in perspective - the...
QTAA Paper Update: Weightings 10/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
Economic Fundamentals Suggest Higher Yield
I really look forward to Minerd's purple charts of the week in their Macro View. Today's:
"Historically, the real yield on 10-year Treasuries has closely...
