2013 Resolutions
(On a personal note, this is an awesome bucket list of dream trips and must do trips for 2013! Personally the Powder Highway looks...
Travel and Talks
Below is a short list of talks I'll be giving in the first few months of 2013. At one conference I follow Malcolm Gladwell...
9% Alpha with Munger & Van Gogh
I've always believed in learning from other investment greats as mentors, and that is the tagline from my other site The Idea Farm:
“I believe in...
Quant Value
A great new book out from Wes Gray and Toby Carlisle: Quantitative Value, + Web Site: A Practitioner's Guide to Automating Intelligent Investment and...
The Last Five
As we wind down 2012, I'm going to summarize a few of my favorite posts from 2012. But first, I thought it would be...
Why Active ETFs Spell Doom for Active Mutual Funds
People still don't understand the tax benefits of ETFs. I think they are beginning to, but the big difference will not be for indexes,...
Year of the Tiger (Stocks)?
Actually this is the year of the Dragon (2010 was the year of the Tiger). I've been writing about 13F investing since this blog...
What Countries Set to Outperform in 2013?
If you read The Ivy Portfolio you would have seen a few sections on quant reversion strategies. One strategy is to look for asset...
How Will You Measure Your Life?
The recent news out of SAC and Aletheia is a bit depressing. I've unfortunately have had the experience of knowing a handful of people...
Ideas Retreat in Wine Country
This is a cool conference Mish is putting on in April in Sonoma featuring speakers Chanos, Hussman, Mauldin and others. I'm hoping to attend,...
