How Many Holdings Makes Sense?
My post yesterday about Marty Whitman drew a lot of comments at Seeking Alpha with one in particular worth exploring a little more.So, to the author of this column I say: If you want to invest in your 35th, 36th, and 37th best ideas, go right ahead, bu...
Monday Randoms
First up is an interesting quote from the Asia Trader column in Barron's;Kazakhstan plans to list a dozen of its mining and oil companies over the next two years on various Asian bourses, raising billions of dollars, says Kairat Kelimbetov, CEO of the ...
Sunday Morning Coffee
The Barron's interview this week was with Marty Whitman who is probably most known as the manager of the Third Avenue Value Fund (TAVFX). The fund is 20 years old and since inception it has absolutely clocked the broad market. According to Morningstar ...
The Big Picture for the Week of October 31, 2010
Morningstar posted a short interview with Jack Bogle that is worth discussing (hat tip to ETF Trends for posting this). Most noteworthy are Bogle's comments about why he is not a big believer in foreign investing.The general tone of this post will be t...
Fad, Mania or Bubble?
A very short post as we are taking the overnight flight back to Phoenix from Kauai.A reader asked for my take on a new Rare Earths ETF that is supposed to start trading today with ticker REMX. I have not looked at this at all so for now I can only talk...
Narrow Leadership
Yesterday on CNBC David Faber and Gary Kaminsky did a bit about how five stocks have accounted for 27% of the S&P 500's performance this year. As I am in a Tivo-less environment I could not pause to get all five but two of them were Apple (AAPL) an...
Risk Versus Volatility
This morning I wanted to explore the idea of risk versus volatility, as mentioned in yesterday's video, in a little more detail. The context yesterday was an article in Smart Money Magazine (beach reading) where the word risk was used repeatedly where ...
Sunday Morning Coffee
Our waitress at dinner made a reference to her grandkids. I know some people genuinely enjoy waiting on tables but based on the service I would say she is not one of those folks.I have nothing against waiting on tables or doing hard work in pursuit of ...
Yet More Narrow, Foreign Bond ETFs Coming
After the respectively successful launches of the Market Vectors Emerging Market Bond ETF (EMLC) and the WidsomTree Emerging Market Bond ETF (ELD), both denominated in local currencies, there have been several announcements of other related funds inclu...
