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...

This Month in Charts

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Thompson has a great site where they do a monthly chart summary.  Check it out:    

Reading

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A few books on the way and/or on my shelf:   What's Behind the Numbers?:  A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in...