Mutual Fund vs ETF Fees
The granddaddy of mutual fund vs. ETF fees, active and passive (courtesy of Morgan Stanley's very excellent ETF Quarterly):
QTAA Paper Update: The Current Challenge 2/10
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...
QTAA Paper Update: Introduction 1/10
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...
Travel & Macro Pessimism, Micro Optimism (Part III)
I will be in Las Vegas this Friday and Alaska later this month if any readers are local and want to meetup!
This is the...
A Tale of Two Bubbles
Lots of gyrations in Japan lately. Below is a chart that lines up the US and Japanese 10 year PE ratios so their bubbles...
My Mantra is Diversity
“My mantra is diversity. I clone my mentors. I copy everything they do, and then I innovate on top of it.” - Henry Markram
Great...
Searching for Yield
Great chat with Priest and Mack...while we depart on a few methods of screening, the general approach is very similar:
Case Study on Self-Publishing an eBook
Below is a summary of my views on self publishing my first book, which you can find on Amazon here - Shareholder Yield: A...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.
What are the current drivers of...