Noteworthy for Two Reasons
iShares and an AZ pension fund are teaming up. First, since iShares is launching their first active funds. But more importantly, a real money...
Hussman Speech from Wine Country
Even though I left (and later sold) my car in Paso Robles on the way up, it was worth it to connect with some...
Another $10k Winner
Glad to hear that another blog reader won another big prize this year, the $10k Wagner Award. Going to download it and the other...
Quant Approach to TAA Paper Updated
I updated our 2006 paper "A Quantitative Approach to Tactical Asset Allocation". I am going to send it to The Idea Farm list this...
Countries & Sectors
Below is a dump of CAPE data from the subscription product. Going forward these will only be on the Idea Farm so signup there...
Claim Your $
I do this post every year...let me know if you find anything!
Old post below for background:
Since it is tax time make sure to make...
Inefficiencies in the Pricing of Exchange-traded Funds
This looks good - unfortunately will not still be in NYC...
Inefficiencies in the Pricing of Exchange-traded Funds
MONDAY, April 15, 2013 (5:30 PM - 7:30 PM)The...
Success Leaves Traces
That is a great John Templeton quote (that I plan to use as the title for an upcoming piece.)
I was stuck in the Philly...
Making Adjustments (ie What if 2008 Never Happened?)
One of the things that makes me really queasy as a portfolio manager is when people make "adjustments" to historical price data. The classic...
Important News – Freed Again
It has only taken a few weeks but I am very happy to announce that enough people have subscribed to The Idea Farm that...
