Revisiting the Trump Portfolios
Betting Against Trump Was a Market-Beater The companies the president disparaged have done much better than those he favored. Bloomberg,...
Vanguard’s Incoming CEO Tim Buckley EBI Highlights
We had Vanguard’s incoming CEO Tim Buckley do a Q&A at the Evidence Based Investing conference earlier this month in NYC. On...
Bogle: Vanguard is Big Enough
Jack Bogle observes: The overall industry will probably be more and more indexed, almost certainly, but it will be under the microscope....
MiB: Jim Ross, Present at the Creation of the No. 1 ETF
Never assume that serendipity doesn’t have something to do with success. Early in Jim Ross’s career at State Street Corp., he...
Debating Passive Versus Active Investing
Passive Versus Active Investing: A Debate Investors think they’ve been burned by stock-pickers, though much of the harm is...
Asset Managers: Trillion Dollar Club
This is a fascinating chart: 82.9% of the assets of the world’s 15 largest asset managers is managed in the US: ...
How Can You Find the Best-Performing Stocks?
So Few Market Winners, So Much Dead Weight Just 4 percent of publicly traded companies account for all of the gains. Bloomberg, September...
“The Bet” and Buffett’s Revenge
Bet With Buffett, Not Against Him The greatest investor of our era is trying to teach us all a lesson. Bloomberg, September 21, 2017...
How to Minimize Investment Returns
How to Minimize Investment Returns by Warren Buffett Berkshire’s Annual Report (p18) February 28, 2006 It’s...