Modern Dow Theory

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I love the research from The Leuthold Group.  Their Green Book is a like a present showing up every month in my inbox.  I...

How I Invest My Money

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  What percentage of mutual fund managers have $0 invested in their own fund? According to Russ Kinnel at Morningstar FundInvestor, the answers will surprise you. ...

Should Harvard’s Endowment be Managed by a Robot?

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I used to write about the top college endowments quite a bit - turn back seven years and my first book was on the...

Tweets of the Week

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The 5:2:1 Rule

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I often reference the 5:2:1 rule on the podcast.  Those are the real returns, net of inflation, that stocks, bonds, and bills have returned...

You Don’t Have to Play

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I was giving a speech this week to the Stansberry group in Las Vegas and was, as always, talking about valuations.  Specifically I was...

The Advisor Guide to Adding a Robo Offering to Your Practice

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(Note: If you are an advisor that would like access to Cambria's Trinity portfolios, shoot me an email to discuss.) Are you a RIA thinking...

Longest Bull, Ever?

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Filed under I didn't know that - we're at the third longest bull ever in the Dow, and if we last till December will be...

Tweets of the Week

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The Coppock Curve Applied to Global Markets

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I get most of my quant research done while trying to avoid other less interesting work.  So I was curious when I saw my...