Digital Advisory Launch!

Big news today! For months now, one of the most common questions we’ve been asked is, “Will Cambria ever offer an online investment management service?” We're pleased to announce that we’ve quietly been working on this behind the scenes, and the Cambria Digital Advisor is finally available! (Press release here.) Here’s a brief overview of what makes our service unique, and something...

Tactical Asset Allocation Software

I used to update an old post on free data sources and stock screeners for investors. I thought I'd summarize a handful of websites that focus on tactical asset allocation software, tools, and backtesters.  For a long time I was going to build this on tacticalassetallocation.com, but there are now lots of resources here so we just make our Excel sheet...

Episode #16: “Listener Q&A”

Episode #16: “Listener Q&A” Guest: Episode #16 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/16/16 Run-Time: 53:19 Topics:  Episode #16 is another “Listener Q&A” episode. With Jeff asking follow-ups, here are a few of the questions Meb tackles: Given low bond yields, what asset would you suggest holding in a trend following strategy while in “cash”? Would you...

Episode #15: The Trinity Portfolio

Guest: Episode 15 is just Meb. Date: 8/10/16 Run-Time: 42:53 Topics: Meb tries something new in Episode 15. In “audio book” style, he walks listeners through his latest research piece: The Trinity Portfolio. “Trinity” reflects the three pillars of this investing approach: globally-diversified assets, weightings toward value and momentum investments, and active trend-following. On one hand, Trinity is broad and sturdy, rooted in respected,...

Episode #14: “It’s Not Greed and Fear that Drives the Investment World; It’s Envy”

  Guest: Eric Crittenden. Eric is the Chief Investment Officer of Longboard Asset Management. He brings nearly two decades of experience in disciplined, rules-based investment strategies to his position. Eric drives Longboard’s focus on offering high-quality alternative mutual funds that seek to deliver long-term results. Numerous publications have cited his research on trend following investment strategies, including The Journal of...

Episode #13: Want Buffett’s Returns? Here’s How to Get Them

Episode #13: Want Buffett’s Returns? Here’s How to Get Them Guest: Episode #13 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/8/16 Run-Time: 48:20 Topics: Stock picking is hard—really hard. Fortunately, there’s a simple strategy you could begin following today to improve your success. It’s simple to implement, takes just minutes of your time, yet has the potential to...

Episode #12: “Why ‘Shareholder Yield’ Beats ‘Dividend Yield’”

Episode #12: “Why ‘Shareholder Yield’ Beats ‘Dividend Yield’” Guest: Episode #12 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/5/16 Run-Time: 36:38 Topics:  If you’re a dividend investor, Episode 12 is for you. Yes, historical market data tells us that dividend stocks outperform the broad market. But that’s where too many investors stop. That same historical market data suggests...

Episode #11: Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market

Episode #11: Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market     Guest: Sam Stovall. Sam is Managing Director, U.S. Equity Strategy of S&P Global Market Intelligence. He serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P Investment Policy Committee, where he focuses on...

How Much Would Hillary Clinton Be Worth Today If She Continued Trading Cattle Futures?

Long time readers know I don't really talk politics on here - unless of course they have some sort of investment implications.  We once wrote a paper titled "Politics and Profit: Combining the Presidential Cycle and the January Effect" that is by far our least read paper. I'm a registered independent, and with the two choices available today I'll...