NYC and Chicago Next Week
I'll be talking at these two events next week, drop in and say hello and pick up a free book!
NYC
High Income Strategies in a...
How Does a 2000 Year Old Asset Allocation Strategy Perform?
Maybe the combination of two seemingly unrelated things will make the whole more complete?
Much like the Merkel shirt on a plumber, the above phrase...
Does CAPE Work on Stocks?
My buds Wes Gray and Jack Vogel just put out a killer new paper where they asked the above question. The simple answer is...
How Does the All Market Portfolio Perform?
I enjoyed reading Phil DeMuth's recent book The Affluent Investor. It's a good overall read on asset allocation for the individual. At one point...
Travel: NYC, Chicago, Dallas
I'm heading to these three cities over the next two weeks for two speeches and one Broncos game. Drop me a line if you...
Best Ideas Conferences
I added a few new listings to the Conferences page on The Idea Farm.
Ira Sohn London
Alpha Hedge West (Fall - Great summary from MarketFolly)
and...
Wine and Burgers
I'm testing to see if this storify link works below...was trying to post some tweets...
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4% real returns. For wine.
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And for the Broncos game tonite,...
Wikipedia/Hoover’s for Hedge Funds
A few years ago I built this basic website to try and archive hedge fund letters. It obviously needs a refresh but the site...
Chart Review
FinViz is one of the better visualization websites. Below are some weekly charts for perspective:
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Keeping it Simple: Trend and Valuation
My friend John Hussman has done a lot of great work looking at stock returns during different regimes. At the end of the post...
