MIB: Why Does the Wilshire 5000 have only 3,486 stocks?
For a quantitative shop, Wilshire Analytics sure has a problem counting. Their flagship Wilshire 5000 has only 3,486 stocks in it. The...
Behavioral Grooves: How to Reduce Evolutionary Panic
At the Behavioral Summit this past October, I was on a panel with several interesting folk discussing ways to Evaluate and Mitigate...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads: • Bridgewater’s Pure Alpha defies markets with 15% gain. (Financial Times Alphaville)...
The ETF Story
From Bloomberg: The creation story of the first exchange-traded fund is actually the best way to understand how they work. And it’s...
BBRG: The Economy Is Finally Coming Through for U.S. Workers
The Economy Is Finally Coming Through for U.S. Workers Decent wage gains are showing up in paychecks. That should continue for a while....
Mea Culpas, 2018 edition
Trump, Markets, Infrastructure and Other 2018 Mistakes There’s merit in going back and seeing what we got wrong. Bloomberg, January 4,...
10 Monday AM Reads
My Monday morning train reads: • If This Isn’t a Bear Market, Then What Is It? (Barron’s) • Jeff Bezos and Jamie Dimon:...
Are you in the middle class?
From How Much: You probably think you are, according to new research from the Pew Research Center, but that doesn’t necessarily mean...
NPR Podcast: Herb Kelleher
The co-founder and former CEO of Southwest Airlines, Herb Kelleher, died this week at 87. Herb shared his story with NPR in 2016, and...
Transcript: Jason Schwarz, Wilshire Funds Management
The transcript from this week’s MIB: Jason Schwarz, Wilshire Funds Management, is below. You can stream/download...