Why Active ETFs Spell Doom for Active Mutual Funds
People still don't understand the tax benefits of ETFs. I think they are beginning to, but the big difference will not be for indexes,...
Year of the Tiger (Stocks)?
Actually this is the year of the Dragon (2010 was the year of the Tiger). I've been writing about 13F investing since this blog...
What Countries Set to Outperform in 2013?
If you read The Ivy Portfolio you would have seen a few sections on quant reversion strategies. One strategy is to look for asset...
How Will You Measure Your Life?
The recent news out of SAC and Aletheia is a bit depressing. I've unfortunately have had the experience of knowing a handful of people...
Ideas Retreat in Wine Country
This is a cool conference Mish is putting on in April in Sonoma featuring speakers Chanos, Hussman, Mauldin and others. I'm hoping to attend,...
Wisdom, Whitebox, and the new (Ab)Normal
I've received a lot of great feedback on The Idea Farm. So far I've sent out about 30 emails that have represented over $40,000...
Holiday Buying List
A few weeks ago we did a post that detailed the combination of the 4 year presidential cycle with the January effect in small...
Barron’s to Launch ETF
The headline is a joke of course (although did you know Forbes was once moving into the ETF space?), but from the results for...
Gundlach, Japan & the US
In the Gundlach call today (PPT here), he referenced the returns to Japan and US equities over the past 10 years. Japan has a...
