The Best Investment Newsletter Out There
For those that are not familiar, I run an email service called The Idea Farm. The goal is simple: sort through the flood of...
Books on the Way
A few reads on the way or on my nightstand:
added one more I forgot: Dual Momentum by Antonacci
Zero to One - Peter Thiel
Millennial Money...
The CAPE Ratio Doesn’t Work
because of "X". Market participants love focusing on the details while often avoiding the greater picture. And almost always they find ways to justify...
13F Investing Doesn’t Work, Right?
I've been writing about 13F investing strategies for a long, long, time. Almost no where else in finance is there more disinformation on a...
Travel and Talks
I'll be in the following cities to give some talks, come say hello!
Atlanta, Wed September 10th, ASFIP
Chicago, Sep 15th-19th, State Street and Morningstar Events
Charlotte,...
Everything You Need To Know About the CAPE Ratio
I just got back from 5 days backpacking and fishing in King's Canyon (next to Sequoia) at a place called Rae Lakes. It has...
Business Radio Podcast
I can't rec these interviews enough. Barry Ritholtz chats up lots of investment luminaries including Gundlach, Arnott, etc....bookmark!
http://www.bloomberg.com/podcasts/masters-in-business/
The Most Interesting Chart of 2014 (So far)
Read, and then re-read this study. Patrick and I chatted about this study when I was in NYC last over beers and wine...my guess...
Cambria Raising a Crowdfund Round
I have been following the crowdfunding space with interest over the past few years, and dabbled a bit investing in a few private companies....
