Behind the Numbers

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I don't understand why more conferences don't do this (record the speeches).  I couldn't goto Barry's Big Picture Conf but am estatic to have...

Jumping in the Closed End Fund Pool?

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We have long written about closed end funds as one of the all time best examples of an inefficient market.  We extend this to...

Why Are You Outperforming? Why Are You Underperforming?

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"In 97 clients were upset, in 98 they were mad and in 99 they were all gone. I lost 7 out of 10 clients...

Presented W/O Commentary

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From M* open end fund flows:

Why, oh Why

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...would anyone launch, or invest in an ETN?  Love the concept obviously, but it's never good when the risk section is longer than the...

Looking for Ideas

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Wow, another great conference.  This one in NYC in Oct...   Conferences AFG Research (Summer) Ira Sohn (Spring NYC, Summer SF) Value Investing Congress (Spring Omaha/LA, Fall NYC) Value Conferences (Online) Drobny (Macro) The Big...

Asset Class Forecasts

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We've been having a lot of fun playing around with CAPE data (extending it to PEG ratios, other indexes, etc).  GMO puts out their...

Tax Harvesting

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We've been writing about tax harvesting on the blog since inception about six years ago.  It is one of those ideas that isn't sexy,...

UVa Investment Conference: Bair, Bass, Grantham and Lockhart.

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Adding my alma mater UVa Investment Conference to the list.  I'm going to try and go as they have a killer lineup on Nov 15-16 2012....

A Near 50% Tax Rate on Dividends

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Long time readers know that I think the singular focus on dividends is one of the biggest mistakes an investor can make when selecting...