Top Investment Writing of 2015

Inspired by a lot of the year end lists, Tadas and I asked our writer friends two questions:  What was the best article you wrote in 2015, and what was the best article you read in 2015?  (This is similar to Bloomberg's Jealousy List which is also great). See below for the pieces....enjoy! (You can also find my 10 favorite articles I...

The Best Podcasts of 2015

I polled some writer friends and asked them, "What was the best podcast you listened to in 2015?" Below are the answers, enjoy!  

Top Posts of 2015

Below I thought I would aggregate my favorite 10 or so articles I've written over the past year.  I'll be adding a fun addition next week with Tadas of AR featuring the top posts from our blogger friends, and their favorite reads too. Enjoy!

New Quant Backtester Download

One of the main reasons people subscribe to The Idea Farm is that it comes with an Excel download that lets you backtest asset allocation and tactical strategies back to 1973.  Honestly I think this is worth the subscription fee alone. It currently includes 12 broad asset classes.  One of the biggest requests from subscribers is to add more asset...

Over $100k in Prizes

We’ve had a few five figure winners from blog readers in past contests, let’s get some more! AQR Insight ($100,000 prize) NAAIM Wagner Award ($10,000 prize) MTA Dow Award ($5,000 prize)

What is a Better Strategy – Invest in Berkshire, or Buffett’s Stock Picks?

As many of you know, I've finished my 5th book, due in early December January. I think you all will really like this one.  The focus is on 13F investing and tracking some of the most brilliant stock pickers in the world.  Below is a last minute study I added to the book.   It was generated from a Q&A...

Why You Should Ask For Coal (Stocks) In Your Stockings This Holiday Season

Are coal stocks a buy?  They are likely to finish 2015 down a whopping 5 years in a row, along with another hated sector, gold stocks.  Both are down over 80% from their peak. I've written a lot about reversion strategies on this blog and my books.  It is always hard to try and decide when an investment has declined...

Advisors Have it Wrong, the Robots are Your Friend!

I've talked to death about roboadvisors, asset allocation, and ETFs over the past year.  In general it is a wonderful time to be an investor, and many robos have reduced the cost of managing an asset allocation portfolio down to about 0.25% (plus ETF fees) with tax harvesting included.  I think they are wonderful and have recommended them to many...

The Trinity Portfolio

We examined 15 famous asset allocation strategies in my last book Global Asset Allocation.  (If you haven't read it yet I'll send you a free copy.) I would like to have included a lot more tactical ideas in the book but there is a constant struggle between keeping an idea/book simple, but satisfying the supernerds like me with enough of a...