Arnott Speech Summary
Great notes from my friend Josh at the Reformed Broker blog re: Arnott's recent presentation in NYC. One especially interesting note is that he...
New Blog Added to Blogroll
(Update: Just realized this is the engine behind Thompson's QA Studio. Old post on Regime Change here).
Not sure how I have missed this blog...
Jackass Investing and Total Loss of Wealth
This book, Jackass Investing, arrived in the mail yesterday and despite the odd title, it is a really good book.
(Note: In an even more...
Experimenting With Umami Dust
So I am headed to a cookout/party for the NFL opening weekend this Sunday, and I need a good recipe for food to take...
Active Share in Picking Funds
Nice article here from the good folks at Research Affiliates on picking managers with high active share.
Equity Allocations: Thinking Outside of the Box
There has...
Investment Paper Competition – $10,000
We've had at least one blog reader win this, let's get another!
The National Association of Active Investment Managers (NAAIM) has issued a call for...
What if Newton was a Trendfollower?
Below is the 4th issue of Cambria Quantitative Research (I removed "monthly" from the title since the schedule is a bit erratic). It was...
The Japan Playbook
Remember back in March when everyone was talking about the US bond bubble? Commentators like Taleb were making statements such as "every single human...
