Modern Dow Theory
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
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?
I used to write about the top college endowments quite a bit - turn back seven years and my first book was on the...
The 5:2:1 Rule
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
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
(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?
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...
The Coppock Curve Applied to Global Markets
I get most of my quant research done while trying to avoid other less interesting work. So I was curious when I saw my...