December 27, 2015

Free 200 Page Book on ETFs

I don’t know anyone that knows more about ETFs than this crew.  200 page free PDF put out by the guys and the CFA Institute. Straight to download… DOWNLOAD A COMPREHENSIVE GUIDE TO EXCHANGE- TRADED FUNDS (ETFs) Website […]
December 24, 2015


Tom does a great job with charts…a couple below followed by his Learning Center full of archived ideas… Charts then link —- —- Website Get a Free Subscription! If you send me an email with a link or attachment […]
December 19, 2015

Invest with the House

Attached is a PDF of my new book!  As this book doesn’t come out until 2016, please don’t share publicly. Let me know what you think, and happy holidays! Cover then download… —- DOWNLOAD Invest with the House Website […]
December 15, 2015

Outlook 2016

I know y’all probably don’t want a lot of material on year end outlooks, but here is a good one.  Although a little long at 150 pages… Graph then link: —- —- DOWNLOAD DB Outlook LINK Get a Free […]
December 14, 2015

The Green Line

Nice overview from Vanguard on the outlook for 2016.  Though it is always worth questioning what you read and what you see when people want to convey a message.  If I saw the below chart, I would say the green […]
December 9, 2015

Just How Bad Is Emerging, and How Good Is the U.S.?

Great piece from GMO as usual on foreign stocks….must read! Graph then link: —- —- DOWNLOAD “Just How Bad Is Emerging, and How Good Is the U.S.?” LINK Get a Free Subscription! If you send me an email with […]
December 1, 2015

Dissecting Investment Strategies in the Cross Section and Time Series

Quite a mouthful that title.  Great paper from folks at AHL/Man on combining carry, value, and momentum. Graph then link: —- DOWNLOAD Dissecting Investment Strategies in the Cross Section and Time Series LINK Get a Free Subscription! If you […]
November 13, 2015

Contrarian and Trend Timing

Fun article from AQR on contrarian and trend timing.  You know I like it! Graph then link: —- DOWNLOAD Market Timing is Back in the Hunt for Investors LINK Get a Free Subscription! If you send me an email […]
November 8, 2015

13F: Children’s Investment Fund Management

APPENDIX X – The Children’s Investment Fund Management It’s called The Children’s Investment Fund Management, but it doesn’t have much to do these days with the charity from which it got its name. TCI, as it is now usually called, […]
November 5, 2015

Trinity and Tigers

I published a piece yesterday on the blog about including trend in a global allocation portfolio.  Most institutions don’t invest much in trend strategies which I think is a shame. Also, this email is focused on a new piece from […]
November 1, 2015


APPENDIX X – Cannell Capital When it comes to bombast, few can measure up to J. Carlo Cannell, not even the king of loud equity commentary, Jim Cramer. An activist investor, Cannell took a major stake in TheStreet Inc., the financial […]
October 25, 2015

13F: SouthernSun

CHAPTER 19 – SouthernSun Asset Management Back in 1989, when the old Union Planters Bank of Memphis sold its asset management business, money manager Michael Cook, a Memphis native, found himself without a job. So he made one up, launching […]
October 18, 2015


CHAPTER 17 – Raiff Partners, Robert Raiff Robert Raiff doesn’t mind betting a sizable chunk of his portfolio on a single position, regardless of how popular or unpopular a particular company is at the time. As a value investor interested […]
October 15, 2015


I spoke at a conference awhile back where Pettis was also a speaker, and he was fascinating.  Granted, by the end of the talk my head hurt, but I have since followed his work with great interest.  Below is a […]
October 13, 2015


I’m sorry for sending out so much from Research Affiliates but they’ve been cranking out some great content. And you know I can’t pass up the opportunity to include a CAPE ratio related piece! Chart then the download: —- —- […]