Tactical Asset Allocation Insights via the Geeks from Thinknewfound

Tactical Asset Allocation Insights via the Geeks from Thinknewfound

How do we identify who is a flash in the pan blogger versus the next Michael Kitces, Josh Brown, or Ben Carlson? We've tried to do our part and help to promote and share research from up and coming "undiscovered" bloggers/writers out there. In our early days, we were helped by long-time bloggers such as Meb Faber and Tadas Viskanta, so we try and return the favor. Recent examples of up and coming guest writers we've highlighted include Dan Sotiroff (now heading to Morningstar!), Aaron Brask, Andrew Miller, Elisabetta Basilico, and Dan Grioli -- all of whom have written interesting and insightful pieces!

How to Explain Momentum with Rational Investors — It’s complicated.

A recent theory paper from researchers at NYU and Rutgers attempts to explain the empirical evidence on stock serial correlation (e.g., short-term reversal, long-term stock reversal, and classic [...]

Our Introduction to Alpha Architect Video

The video maps out our mission, our core beliefs, and explains what we are trying to accomplish in the asset management business.

Greatest Stock Picker of All Time: Buffett or Lynch?

Who is the greatest stock picker of all time? Many investors' knee-jerk reaction is Warren Buffett. Understandable response, but is that the answer? Maybe not... So who [...]

Active Versus Passive for the US and the Canadian Markets

We all hear about the massive move away from active to passive in the US market. We also hear arguments that passive may eat the [...]

Factor Investing is More Art, and Less Science

Albert Einstein is reported to have said the following: The more I learn, the more I realize how much I don’t know. We can relate. [...]

DIY Asset Allocation Weights: February 2017

Do-It-Yourself tactical asset allocation weights are posted. Create a free account here if you want to access the site directly. Sign in here if you already have a [...]

Berkin and Swedroe’s Factor Investing Book

Well, I was midway through a formal book review on Larry and Andrew's new book, "Your Complete Guide to Factor-Based Investing," when I noticed that [...]

Shooting Yourself in the Foot with Socially Responsible Investing

Socially responsible investing (SRI). Environmental, Social, and Governance investing (ESG). Impact investing...and so on... These socially responsible investing concepts can be roughly described as portfolio [...]

Podcast: Momentum Investing Part 1/2 (Wes)

Here is a link to our podcast on The Investors Podcast Although Preston and Stig are hardcore value investors, sometimes it’s important for individuals to [...]

Podcast: Investing in ETFs (Wes)

Here is a link to our podcast on The Investors Podcast This article provides an overview of Preston and Stig’s interview with Wesley Gray, an [...]

Podcast: Interview with Michael Covel on Trend Following (Wes)

Here is a link to our podcast on the Michael Covel Trend Following Podcast Michael and Wesley Gray cover wide territory today across the subject [...]

Treasury Bills Outperform Most Stocks — Say What???

Each morning we peruse a variety of research sites to see if there is anything exciting, new, and intriguing. Rarely does one find something that [...]

1042 QRP: Weighing the High Cost of Floating Rate Notes

This cost-benefit analysis of floating rate notes as a 1042 QRP asset class will open your eyes to their high costs, ongoing fees and sub-optimal attributes

See you at the ETF Conference!

Myself, Jack Vogel, and Yang Xu are at the ETF conference the next few days. See below for mugshots. Give us a shout if you are [...]

A Tactical Asset Allocation Researcher You Should Know

I'm a huge fan of hard-core academics that produce incredible research, and yet, very few are familiar with their research. I call these folks, "undiscovered gems." [...]

Book Review — Loaded: Money, Psychology, and How to Get Ahead…

A few months ago I had the pleasure of hearing Sarah Newcomb speak at a recent Morningstar ETF conference. She was extraordinary. Although I only [...]

How to Reduce Taxes through Negotiation

Since this is my first post, I'll make a quick introduction before getting to the content: I love science and learning. In college, I majored in [...]

The Momentum Investing Texas Tour with Gary Antonacci and Jack Vogel

Next week we'll be touring the great state of Texas. Me, Gary Antonacci, and Jack Vogel, will be traveling between Houston, Austin, and Dallas. Gary [...]

The January Effect: An Evidence-Based Perspective

January is here again and market commentators are already telling stories about the so-called January Effect. Some articles (examples here and here) are saying the [...]

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