Travel: New Orleans, Bermuda, Georgia, Alabama, and France
I will be in New Orleans Friday if anyone wants to meetup for lunch or a coffee.
Also on the calendar are:
Bermuda speaking at Global...
13F & Listed Hedge Funds ETFs On The Way
Way back in the fall of 2008 we had two funds that were to going to launch as ETFs. One was an endowment style...
Love This Idea
The Visual Guide to Investing Series. Literally had a book proposal for "The Visual Guide to Investing". Brilliant:
Bloomberg Visual Guide to Financial Markets
Risk Parity vs. Endowment Model vs. Permanent Portfolio
It has been over 5 years and 1,000 posts since I started writing, so I thought I would dig through the archives and touch...
Buffett vs. Protege (or, Shilling’s Revenge)
This story made news when Buffett and Protege made a 10-year bet over which investment would outperform: US stocks (S&P500, made by Buffett) or...
A Survey of the Online Money Management Space
Investors shouldn't pay much for buy and hold portfolios. Honestly they shouldn't pay anything on top of the 0.30% in fees one would pay...
13Fs: Does the 45-Day Delay Matter?
I've written dozens of posts here on the blog since '06 on the topic of 13F research (older post here for example). An analyst...
New Reads on the Way
In addition to the Hedge Fund Market Wizards book pre-ordered, I thought I would pass along a few more reads in the mail or pre-ordered, including...
