Why You Should Ask For Uranium (Stocks) In Your Stocking This Holiday Season

We did a fun post a year ago on a particular bombed out stock sector - coal stocks. Why You Should Ask For Coal (Stocks) In Your Stockings This Holiday Season It was meant as a light hearted holiday themed example of how investing in big drawdowns can be rewarding.  I wasn't quite expecting coal stocks to double in 2016, but...

The Best Investment Writing 2016

Following up on our earlier post on the Top Investment Podcasts of 2016, below are the most read investment blogs from all of our writer friends...I don't know why someone doesn't compile this into a book ala The Best Science Fiction Writing of 2016 like you see in all the airports...$1 million dollar idea for someone! If I missed some...

Tweets of the Week

What’s Wrong with Cash?

The older I get the more I think many investors should have a decent chunk in cash, if for nothing else than to make them behave a little better. Below is a chart that looks at adding increasing levels of cash to a global market portfolio, with tilts.  (No trend, etc).  Allocation is from our white paper The Trinity Portfolio. 1973-2015     and...

Holiday Edition: Beautiful, Useful, Magical

Last April I penned a fun post on Things I Love.  It became a recurring feature on the podcast with all sorts of interesting (ahem, weird) answers from guests...below I thought I'd summarize all of them as a fun list for the holidays...most recent podcast first to oldest last...and you can find the audio version here.   SemesterAtSea - Brett HotelTonite -...

Podcast Episode #33: “Listener Q&A”

Guest: Episode #33 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date Recorded: 12/13/16 Run-Time: 53:31 Topics:  It’s another Q&A episode before everyone gets too busy with the holiday swirl. Per usual, Meb has just come back from more travel, this time to Todos Santos, Mexico. He gives us a quick update before we hop into listener questions. A few...

The Top Investing Podcasts of 2016

I've become a big consumer of podcasts over the past year, but I also struggle with sorting them all.  There are only so many dog walks and airplane rides after all...(But it was cool to see the WSJ name our podcast a top 5 investing podcast!) If you're looking to escape the family over the holidays...good news!  I asked my podcast...

Episode #32: Guest: Brew and Brett of PeerStreet, “We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market”

Episode #32: “We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market”   Guests: Brew Johnson & Brett Crosby. Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated in the unique concept that is PeerStreet. Prior to PeerStreet, he worked as general counsel at VirtualTourist where he oversaw...

What’s The Best Article You Read in 2016?

For our year end summary....thanks!   (function(e,t,c,n){var s,o,l;e.SMCX=e.SMCX||,t.getElementById(n)||(s=t.getElementsByTagName(c),o=s,l=t.createElement(c),l.type="text/javascript",l.async=!0,l.id=n,l.src=.join(""),o.parentNode.insertBefore(l,o))})(window,document,"script","smcx-sdk"); Create your own user feedback survey

2017 Investment Outlook Linkfest

If I'm missing any let me know and I'll update... Enjoy! Vanguard Goldman Sachs and ChartBook Credit Suisse Oppenheimer PineBridge Templeton Robeco and here GMO (sorta) T. Rowe Deutsche Bank UBS Vanguard BNP Paribas JP Morgan Commerzbank SSGA HSBC CSFB Russell Pioneer Invesco SSGA