Webinar and NYC Travel

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Tune in tomorrow and come ask some questions! Free webinar with my friends at S&P Dow.   I'll be in NYC twice in March to speak...

CHAPTER 1 – A HISTORY OF STOCKS, BONDS, AND BILLS

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This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review,...

INTRODUCTION

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This excerpt is from the book Global Asset Allocation now available on Amazon as an eBook.   If you promise to write a review,...

Global Asset Allocation – New Book!

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So my new book is finally done!  Sorry that took longer than expected but sometimes life just intervenes.  Publication date is officially next Monday,...

#1 Read of the Year

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I sent this to The Idea Farm last week - this is always my #1 read of the year,  the CSFB Global Investment Returns Yearbook!...

How to Hedge Your Business

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Note: I'm holding a cover design contest for my new book out next week, feel free to enter! This is normally something I would send to The...

Everything Old is New Again

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Reading old investment books is somewhat of a hobby of mine (I know probably need a better hobby).  Glancing up on my bookshelf there...

Why Don’t Asset Management Companies Hedge Their Biggest Risk?

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I had a great time this week catching up with old and new friends at the annual ETF conference in Florida.  I think I've...

The Most (Not) Hated Bull Market

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I look forward to reading Leuthold's Green Book every month and the most recent one was great. I asked permission to share the following study...

The Agony and the Ecstasy of Being a Trendfollower

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This one chart shows almost everything - the whipsaws & false breakouts, but also the monster gains.  The emotions are just as difficult for...