QTAA Paper Update: Go Global 3/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
Mutual Fund vs ETF Fees
The granddaddy of mutual fund vs. ETF fees, active and passive (courtesy of Morgan Stanley's very excellent ETF Quarterly):
QTAA Paper Update: The Current Challenge 2/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into a...
QTAA Paper Update: Introduction 1/10
Below we have updated our 2006 white paper. While you can download the full 70+ page paper here, I've also chopped it up into...
Travel & Macro Pessimism, Micro Optimism (Part III)
I will be in Las Vegas this Friday and Alaska later this month if any readers are local and want to meetup!
This is the...
A Tale of Two Bubbles
Lots of gyrations in Japan lately. Below is a chart that lines up the US and Japanese 10 year PE ratios so their bubbles...
My Mantra is Diversity
“My mantra is diversity. I clone my mentors. I copy everything they do, and then I innovate on top of it.” - Henry Markram
Great...
Searching for Yield
Great chat with Priest and Mack...while we depart on a few methods of screening, the general approach is very similar:
Case Study on Self-Publishing an eBook
Below is a summary of my views on self publishing my first book, which you can find on Amazon here - Shareholder Yield: A...
What To Do About REITs?
REITs have been the best performing major asset class since the market bottom in 2009, up over 200%.
What are the current drivers of...
