What ETFs are Missing?
Readers of WB likely saw our annoucement last week : Cambria Files to Launch its Own ETFs.
While we have a few great ideas in the...
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...
