Taxes and Inequality
Here is a PPT on inequality from Prof. Hendricks, as well as a table of tax rates from "How Tax Efficient are Equity Styles?"...
Real Returns (or, I Remember When a Coke Cost 25 Cents)
The post below is very important, and is something most investors never really grasp. I used to consider writing a book on this topic,...
Fireside Chat with Hendry and Drobny
I had a good breakfast with my buddy Steve Drobny the other day here at the beach. Steve runs Drobny Global and is a...
Knowledge Tracking
Fun video. (HT: AF & Sea)
[vimeo 29001512 w=400 h=225]Roger Craig - Knowledge Tracking from Steven Dean on Vimeo.
httpv://youtu.be/YRwK8SyVeJE
Biggest Mistakes for Investors
I probably find most of my links from Abnormal Returns, but CXO isn't far behind. Found this paper and CXO summary here:
Investing for the...
Curating the Institutions
One of the difficulties I have is that a great deal of my information comes from various sources (blogs, newsletters, academic papers, website, etc)....
Klarman Interview
I post (and retweet) a lot of good reads on Twitter that never make it onto the blog (usually I forget to repost). Feel...
Happy Thanksgiving and Turkey Reading
I'm headed to Colorado for Thanksgiving (and again likely at Christmas), and while I assume most will be busy with the holidays if you...
Re-Thinking Risk (or, Why Isn’t There a Put Write ETF?)
Really interesting new paper from GMO. We did a lot of the same tests in-house on these option strategies. I was always curious why...
Sorting Countries by Dividend Yield
I'm excited about the addition of a new analyst to the team, Prabhat Dalmia. Prabhat is a recent MBA graduate from UCLA Anderson and...
