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David Snowball's November Commentary Is Now Available
BobC works through a quick, clean list of our investing biases and mistakes, then offers a half dozen tips for managing them.
Leigh Walzer of Trapezoid LLC takes on the myth that the road to riches lies along the path of highly concentrated investing; it’s a strategy that sounds grand but, empirically, fails much more often than it succeeds.
Global debt has reached $150 trillion dollars, two-thirds of that owed by corporations and individuals. In Ten Million Miles High, we offer a sense of how much that is, why it is and ten ways to steady yourself against it.
Ed Studzinski, catching some of the same vibe, offers his suggestion for post-election investing. Short version: dodge the conventional wisdom.
Charles catches up with John Ameriks, head of Vanguard’s Quantitative Equity Group which manages, or contributes to managing, 15 Vanguard funds.
Impending webcasts from two funds: Litman Gregory Masters Alternative Strategies (MASNX), which is celebrating its fifth anniversary and “Bronze” rating, and RiverNorth Marketplace Lending Corporation (RMPLX), a newly-launched, nearly hedge fund targeting gains from the marketplace (a/k/a peer-to-peer) lending universe.
An Elevator Talk with Donald Porter of DHGM MicroCap Value (DGMMX), a six-month old fund with a successful 25 year track record.
The return of the capital gains season brings the return of the Cap Gains Valet. Chief Valet Mark Wilson previews the season ahead.
for folks looking for managers well-equipped to handle hostile markets, we used the screener at MFO premium to help you out in Counting on the Winners.
Twenty funds in registration, including a particularly interesting new emerging markets fund. Rajiv Jain, who did great work with the $7 billion Virtus Emerging Markets Opportunities Fund, left in May and is now launching his own EM fund. While we’re at it, we also take a swat at a dozen new ETFs.
Comments
- BobC works through a quick, clean list of our investing biases and mistakes, then offers a half dozen tips for managing them.
- Leigh Walzer of Trapezoid LLC takes on the myth that the road to riches lies along the path of highly concentrated investing; it’s a strategy that sounds grand but, empirically, fails much more often than it succeeds.
- Global debt has reached $150 trillion dollars, two-thirds of that owed by corporations and individuals. In Ten Million Miles High, we offer a sense of how much that is, why it is and ten ways to steady yourself against it.
- Ed Studzinski, catching some of the same vibe, offers his suggestion for post-election investing. Short version: dodge the conventional wisdom.
- Charles catches up with John Ameriks, head of Vanguard’s Quantitative Equity Group which manages, or contributes to managing, 15 Vanguard funds.
- Impending webcasts from two funds: Litman Gregory Masters Alternative Strategies (MASNX), which is celebrating its fifth anniversary and “Bronze” rating, and RiverNorth Marketplace Lending Corporation (RMPLX), a newly-launched, nearly hedge fund targeting gains from the marketplace (a/k/a peer-to-peer) lending universe.
- An Elevator Talk with Donald Porter of DHGM MicroCap Value (DGMMX), a six-month old fund with a successful 25 year track record.
- The return of the capital gains season brings the return of the Cap Gains Valet. Chief Valet Mark Wilson previews the season ahead.
- for folks looking for managers well-equipped to handle hostile markets, we used the screener at MFO premium to help you out in Counting on the Winners.
- Twenty funds in registration, including a particularly interesting new emerging markets fund. Rajiv Jain, who did great work with the $7 billion Virtus Emerging Markets Opportunities Fund, left in May and is now launching his own EM fund. While we’re at it, we also take a swat at a dozen new ETFs.
For what that's worth,David