AAII Updates

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I publish these every once in awhile.  Not much interesting here...      

Silliness In Cyprus

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There is a lot of silliness going on across the Atlantic with Cyprus and their bank deposit seizure plan.  (For those that haven't heard...

Shareholder Yield (aka Total Yield)

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Nice to see the journalism outlets starting to recognize the silliness of focusing on dividends in isolation.   Below from this weekend Barron's:  

I Have Never Met a Rich Technician

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I like Jim Rogers but this quote has always made me chuckle.  I could list dozens of rich technicians, but one of the best...

Better Indexing

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I was going to do this post as an issue of The Idea Farm, but there is already a two week backlog of good pieces...

We Live in a Real World

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Below are two charts that I find highly useful.  The first looks at yields on various indexes (the red dot is where we are...

Total Returns for ETFs

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I know this is very basic but I have had a shocking amount of conversations lately with people (retail and pro) that seem to...

What To Do About REITs?

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REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.  What are the current drivers of...

Five Million Dollar Investing Ideas (Part 4/5), Private Crowdfunded Research Boutique

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Below is Part 4 in my series of ideas in the world of fintech.   Part 1 – Public Alts newsletter Part 2 – Quant Backtester Part...

Five Million Dollar Investing Ideas (Part 3/5), Tax Harvesting

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Below is Part 3 in my series of ideas in the world of fintech.   Part 1 - Public Alts newsletter Part 2 - Quant Backtester 3....