Things I Find Beautiful, Useful, or Downright Magical
I travel quite a bit, and often will sit down with friends over dinner and chat about companies, ideas, lifestyles, etc. Often I'm struck when...
Getting What You Pay For
There are a lot of index funds in drag. Below are three must reads on the topic.
If you are going to stray from market...
The 5 Mistakes Every Investor Makes
The 5 Mistakes Every Investor Makes is a recent book I read by Peter Mallouk, the #1 Investment Advisor in America. (I'm not poking fun, that's...
Minimum Loss Portfolio
There's all sorts of cool tools to play around with on PortfolioCharts.com.
One new addition is the ability to select a group of assets, the...
10 Best Articles from Q1
Below are a few upcoming speeches. If you are in town and want to schedule a meeting, or just want to say hello, please...
How Much Do You Have in Foreign Bonds? Probably Zero.
I've given a speech on global stock market valuations about 20 times over the past few years. Usually, if the crowd is small enough,...
How Does a Market Get Cheap? The P in P/E
I wrote an article a few months ago on global valuations (we just updated the valuation metrics for 44 countries and sectors on The Idea...
Travel: NYC, Arizona
I'll be in NYC at QuantCon April 7-11 and Arizona at FPA Retreat April 25 - 28.
Come say hello!
Summary of the RoboAdvisor Space
Below is a basic chart cobbled together from public information and some ballpark guesses on my part. If you find any inaccuracies, let me...
