A Risky Stock Market for Retail Investors is 4X as Risky for Advisors

As I’m writing this, the S&P has just closed more than 1% lower for the first time since last October.  The streak of 109 trading days without a 1% decline is one of the longest in history. Chart via Bespoke The bears who have been getting pummeled over the last eight years are suddenly rumbling back to life. That makes this...

Episode #43: Learning to Play Offense and Defense

Guest: Episode 43 is just Meb. Date: 3/14/17 Run-Time: 24:41   Topics: Episode 43 finds us revisiting the “solo Meb” show. This time, he walks us through his research paper, Learning to Play Offense and Defense: Combining Value and Momentum from the Bottom Up, and the Top Down. If you’re on-the-go, then this episode is perfect for you as it’s a bit shorter. Sorting...

The Winner of Buffett Bet is…. Bonds?

I love the fact that the collateral in the Buffett/Protege bet beat them both....chart below:    

Unshakeable by Tony Robbins: The Right Diagnosis, the Wrong Prescription?

A few readers asked if I would take a look at Tony Robbin's new book Unshakeable and offer up my thoughts.  (We reviewed his last book Money a few years back here.) Most of my comments from the last review stand:  I think Tony is a genuinely decent person, clearly has helped a lot of people over the years, and...

Episode #42: “Listener Q&A”

Guest: Episode #42 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date Recorded: 3/7/17 Run-Time: 58:04 Topics:  Episode 42 is a remote podcast with Meb calling in from Hawaii. Fortunately, the roosters in the background aren’t loud enough to interfere... Though this is a Q&A episode, it’s slightly different in nature. Rather than discuss listener questions, we’re experimenting with using...

Episode #41: Doug Ramsey, “Valuation Tells Me I Should Be Lighter Than Normal on U.S. Equities and Tilting More Towards Foreign”

Episode #41: “Valuation Tells Me I Should Be Lighter Than Normal on U.S. Equities and Tilting More Towards Foreign”   Guest: Doug Ramsey. Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition to his CIO and Portfolio Management responsibilities heading both the asset...

Episode #40: “Listener Q&A”

Episode #40: “Listener Q&A”   Guest: Episode #40 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date Recorded: 2/14/16 Run-Time: 51:29 Topics:  We’ve had some great guests recently, and have many more coming up, so we decided to slip in a quick Q&A episode. No significant, recent travel for Meb, so we dive into questions quickly. A few you’ll hear tackled...

The State of the RoboSphere

I update this chart on occasion mainly out of curiosity.  If you have any more recent figures fire 'em over and I'll correct... Click to enlarge