ETFs in the News
IndexUniverse reported that Global X will be closing several ETFs for lack of AUM. Included in the list are the Fishing ETF (FISN) and the Farming ETF (BARN). Both fisheries (although subtle, I think this would have been a better name than fishing) and...
It’s Not an Apocalypse, But In Case It Is…
Yesterday I stumbled across a couple of articles each pointed to how to invest into an economic apocalypse. This is an interesting exercise in terms of how to use volatility in constructing a portfolio. Before jumping into this let me say that economic...
The Big Picture for the Week of October 2, 2011
A reader asked me to comment on the following from Barry Ritholtz;My single biggest concern regarding equity markets is not a bear or a bull phase — its the wholesale abandonment of investing by the broader public. That is the reason it too 25 years ...
The Australian Permanent Portfolio?
The Daily Reckoning had a post up about the Permanent Portfolio (the Harry Browne concept, not he US mutual fund) from an Australian perspective. As a quick reminder the Permanent Portfolio allocates 25% each to cash, equities, long bonds and gold.The ...
The Big Picture for the Week of August 21, 2011
One of my favorite SNL skits is the more cowbell bit from about ten years ago. While the entire skit is gold, one line that cracks me up is when Bruce Dickinson, yes the Bruce Dickinson, tells Gene to really explore the space.
With that in mind I thou...
Hold These Funds Forever! Really? Forever?
There was an article over at Seeking Alpha about a few dividend stocks that the author posits can be held forever. Investing magazines have had cover stories about funds to hold forever for as long as there have been investing magazines.The concept is ...
Take Your Chances With Inflation?
Bespoke tweeted this article about whether or not it is time to go to cash. The article was so so other than a fascinating premise put forth by James Montier from GMO.In our view it is better to hold cash and deal with the limited real erosion of capit...
Model Portfolio Dissection
A portfolio manager/blogger named Carlton Chin had an interesting post at Seeking Alpha titled A Well Balanced Portfolio Including Alternative ETF Allocation which might be fun to dissect. This has a sort of Permanent Portfolio feel to it but I may be ...
The Faces Of Alpha
Cullen Roche had an interesting post about the three sources of alpha. They are better information, better analysis of the same information and recognizing when prices are manifesting an extreme in greed or fear.Occasionally anyone can stumble across b...
More Black Swan Funds?
Apparently yesterday's post came in the middle of this week's blogosphere hot topic; Black Swan Funds/disaster strategies. New York Times Deal Book had a lengthy write up on the subject yesterday.Generally I am not a fan of extreme portfolios. My willi...
MSM Clues In To The Need To Innovate
Smart Money posted an article called Investing Reinvented: A Smart Money Master Plan. The article recaps what has gone wrong with traditional investing including some unintentionally funny quotes from financial advisors and then offers some ideas (with...
The Big Picture for the Week of June 5, 2011
The jobs report printed yesterday and it stunk in every direction. There is a lot to digest right now in terms of whether there is an honest recovery or not, all aspects of QE are being second guessed and dissected, the housing market has legitimately ...
