Who Can Build This For Me?

I would like a developer, or a development team, to build me a clone of Acorns or Stash. Their business model is to charge fees of $1/month for accounts under $5,000, which is obscene since the average account balance is about $200.  This equates to about 6% annual fees PLUS the ETF fees.  Criminal! If you have over $5,000 they charge 0.25%...

You Would Have Missed 780% In Gains Using The CAPE Ratio, And That’s A Good Thing

780%. That’s the amount of gains you would have missed had you followed the market timing strategy I’m going to describe in the following article that utilizes the CAPE ratio. Yes, that’s significant. But there’s far more to this story, and I suspect that had you acted on this strategy, you’d have actually been quite happy to miss out on those gains. Let's start...

Episode #31: Mark Yusko, “Asset Allocation Matters Most”

Episode #31: Mark Yusko, “Asset Allocation Matters Most”   Guest: Mark Yusko. Mark is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, he was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004....

Episode #30: “Listener Q&A”

Episode #30: “Listener Q&A” Guest: Episode #30 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date Recorded: 11/21/16 Run-Time: 1:01:18 Topics:  As Meb is back from another series of speaking engagements, Episode 30 starts with a brief recap of his travels. But we hop in quickly, first addressing the election. We’ve had several anxious people write in, requesting commentary on...

Bond Drawdowns

Ok, a 15% decline on the long bond isn't the end of the world...but how does that look in context to history? Luckily we have lots of old posts on the blog that look at bond drawdowns and what they mean for future returns... Is Gundlach Right, Have Bonds Bottomed? - July 17, 2013 When Bonds Go To 0% (Updated) - October...

The Best Thanksgiving Recipes on the Internet

A few months ago we applied a quant approach to selecting recipes.  Let's apply the same methodology we talked about before: "I’m a quant so I like to screen, sort, and rank till I’m blue in the face.  So, since cooking is basically just formulas, I’ve always wondered why cooking doesn’t work the same way.  Why can I crowdsource cooking...

Tweets of the Week

Episode #29: Tom McClellan, “Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter”

Episode #29: “Now Everybody Knows What the Outcome Is, They Can Get Back to Focusing on Real Things That Actually Matter” Guest: Tom McClellan. Tom is the editor of both The McClellan Market Report and The Daily Edition. He is widely sought as a lecturer, and his market timing signals have helped him be repeatedly ranked high by Timer Digest....

Episode #28: Larry Swedroe “There is Literally No Logical Reason for Anyone to Have a Preference for Dividends”

Episode #28: “There is Literally No Logical Reason for Anyone to Have a Preference for Dividends”   Guest: Larry Swedroe. Larry is a principal and director of research for Buckingham, an independent member of the BAM Alliance. Previously, he was vice chairman of Prudential Home Mortgage. Larry was among the first authors to publish a book that explained the science...