January 2012
2 posts
3 tags
The Entire Investment Profession Is Built On An...
Money managers across the globe had better take a contract out on Daniel Kahneman, a Princeton Professor of Psychology, who won the Nobel Prize in Economic Sciences for pioneering work with the late Amos Tversky on decision making.
One revolutionary thrust of Kahneman ‘s new bestseller, “Thinking, Fast and Slow”– is that all the predictions by analysts, economists, corporate CEOs and cable tv...
December 2011
1 post
3 tags
November 2011
1 post
WatchGreat Daily Show clip about the hype and horror of Wall Street.
September 2011
2 posts
1 tag
Reality Show for Investors: “Survivor”
Anyone studying the long-run history of American business cannot help but observe how many of the prominent firms of one era fail to make it to the next. Free-market economies are characterized not only by intense competition but also by disruptive change. Sometimes a company’s toughest competitor turns out to be a firm it has never heard of selling a product or service that didn’t exist until...
1 tag
Estonian Exceptionalism
PLUNGING unemployment, rocketing growth, soaring exports and a budget surplus: that is the story of Estonia as it bounces back from a precipitous economic collapse. This burst of good news shows not only the virtues of flexibility and austerity (a sensitive subject, as other euro countries taste the same medicine); it also gives heart to Latvia and Lithuania.
Estonia’s GDP growth rate in the...
August 2011
3 posts
Active vs. Passive Management →
The above link is a transcript of Rex Sinquefield’s opening statement in debate with Donald Yacktman at the Schwab Institutional conference in San Francisco, October 12, 1995.
The Error-Proof Portfolio: Normal People Don't... →
3 tags
Gambler or Investor? The Truth About Why We Trade
It is a well-worn cliche. The stock market is the capitalist casino, a place where gambling wears a thin mask called investing.
It is a place where “buy gold” or “buy Pandora” can sound a lot like “come on, seven!”
The idea, of course, is that we so-called investors aren’t actually putting our money to work. We are engaging in a socially acceptable...
July 2011
1 post
1 tag
May 2011
1 post
2 tags
March 2011
2 posts
WatchDimensional CEO David Booth on markets.
February 2011
1 post
2 tags
January 2011
3 posts
Thomas Sowell speaks to TheDC about the financial... →
This may be one of the most important things you ever read.
10 Investment Related Resolutions
1. I will not confuse entertainment with advice. I will acknowledge that the financial media is in the entertainment business and their message can compromise my long-term focus and discipline, leading me to make poor investment decisions.
2. I will stop searching for tomorrow’s star money manager, as there are no gurus. Capitalism will be my guru because with capitalism there is a positive...
December 2010
1 post
October 2010
1 post
2 tags
WatchAn exclusive interview with John Boehner from the Matson Money studio. You definitely want to check this out.
September 2010
1 post
August 2010
2 posts
2 tags
WatchWhat could be more fun than a video that includes the Cato Institute, John Stossel and investing? Nothing, check it out.
July 2010
1 post
4 tags
June 2010
2 posts
4 tags
WatchThis latest video is a brief discussion on the Sovereign Debt Crisis and what this Doom and Gloom hype means to investors portfolios.
May 2010
1 post
3 tags
April 2010
3 posts
3 tags
WatchStyle drift by a mutual fund manager can kill a portfolio’s performance and can cause an investor to end up with a portfolio that is far greater or less than their market exposure intentions. Check out this latest video that explains how this happens.
2 tags
WatchHow do you really alleviate fiduciary responsibility? Flashy marketing gimmicks and tricky language are not the answer.
2 tags
March 2010
2 posts
3 tags
WatchWhat do you do when your fund has terrible performance and you don’t want to close the fund? Watch this segment called “A Lesson in the Life of a Fund Company” to find out how Legg Mason did it!
2 tags
WatchThose pesky target date funds are at it again. I didn’t know it was possible for them to become worse, but they have taken a step in that direction. Check out this video where we discuss on Matson Money Live.
February 2010
6 posts
3 tags
4 tags
4 tags
3 tags
WatchCheck out Mark Matson on “The Call” with Larry Kudlow. Great segment with superb points about markets and investing.
4 tags
WatchOne word - Premium. That is what the Three Factor Model is about. If you are going to invest in the market, invest in asset categories or sections of the market that add premium to a portfolio. Market/Size/Value. Watch the video for an explanation.
4 tags
The $3 Trillion 401(k) Rip-Off →
Click the title to read an article by Dan Solin discussing the mismanagement of 401k assets by investment providers and plan sponsors. Many plan sponsors have no idea that they are personally liable for the investment decisions they make on behalf of their participants. It’s very easy: diversify globally, stay prudent and rebalance yet the lack of providers out there offering this type of...
January 2010
3 posts
2 tags
“An economist is an expert who will know tomorrow why the things he predicted...”
– Unknown
4 tags
4 tags
Seven Shocking Tips to Boost Your Returns by 400%... →
Every investor needs a coach in order to be prudent and stay disciplined while investing in the market. This article by Dan Solin adds great support. Definitely worth a read.
December 2009
2 posts
4 tags
WatchThis is one of the funniest skits SNL has done this year. I’m glad someone is trying to pay attention to the reckless spending spree our government is on. Feel free to discuss.
3 tags
November 2009
1 post
2 tags
Great job by Paul Winkler and his son in this...
October 2009
1 post
3 tags
September 2009
3 posts
4 tags
WatchHere is a great clip of Alan Greenspan discussing the unpredictability of markets and the economy.
3 tags
WatchWe haven’t posted anything from Jon Stewart in a while here, so let’s change that with this installment. Here is a clip from The Daily Show this week where Jon discusses the ACORN debacle (you know the one where ACORN uses tax payer dollars to help criminals commit crimes). Props go out to James O’Keefe and Hannah Giles for their great undercover work in these investigative...
3 tags
August 2009
3 posts
4 tags
4 tags
3 tags
