Which Institution Has The Best Asset Allocation Model?
If you’re like most investors, you’re asking the wrong questions.
I was chatting with a group of advisors this week down in La Jolla and...
Do As I Say, Or Do As I Do?
I include this chart in most of my speeches on asset allocation as it shows just how wrong the crowd can be at EXTREMES....
Which ETF Would You Like To See Next?
I often ask my audience questions since their beliefs and preferences differ vastly from my own. All of our book covers have been crowdsourced...
New Podcast Coming
I just got back from giving a couple talks in Arizona and Florida and decided it is finally time to do a podcast. So,...
How Much Are Those Dividends Costing You?
If you enter the phrase “dividend investing” in Google, how many entries do you expect you’ll get?
I got 57 million in 0.60 seconds.
A search...
Don’t Use the CAPE Ratio
Lots of commentary lately on the CAPE ratio (here are recent articles by Arnott, Swedroe, GMO, and Miller).
I've written a book, a white paper, and...
Tweets of the Week
Sorry I was a little slow on this, so it's Tweets of the (Last Two) Weeks
50% Returns Coming for Commodities and Emerging Markets?
If history is any guide, we’re standing at the edge of 40%--96% returns over the next two years.
This isn’t wishful thinking or wild speculation....
Looking Back
Back in early 2014 I penned a Market Outlook. The main points were:
1. 2013 – A Monster Year for Stocks
2. …But Valuation Will be...
