Season Investments

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A Very Simple Principle

Posted on Apr 12, 2016

Unless you’re in the financial industry you probably haven’t heard much about the Department of Labor’s recent regulatory changes regarding the application of the “fiduciary” standard to brokers and advisers serving retirement clients. This week's insight addresses some of the key points that all consumers of financial services should understand.

Did MarketVANE Do Its Job?

Posted on Apr 5, 2016

Last September we penned The Babe Ruth Effect to explain what one might expect from a trend following model like MarketVANE. As we pointed out, roughly two-thirds of “the Babe’s” at bats resulted in outs, meaning that every time he stepped up to the plate the most logical expectation would be that he would fail.

Buffett's Bet

Posted on Mar 29, 2016

Back in 2007 Warren Buffett issued a public challenge that the S&P 500 would outperform any basket of hedge funds. Hedge fund manager Ted Seides with Protege Partners took Buffett up on his challenge and "the Bet" was born. Now eight years into the bet, who is winning and what can we learn from it?

World Water Day

Posted on Mar 22, 2016

Today happens to mark World Water Day 2016. We talk a lot on this blog about what it means to live a truly rich life. World Water Day is no small occasion in my household, and actively working to support this cause is one of the many things that make our family life truly rich.

Daylight Saving Time: Why?

Posted on Mar 15, 2016

If you live in the United States, this past weekend you had to endure the time honored tradition of losing an hour every spring for Daylight Saving Time. In this week’s Insight we explore where DST came from and why it is still practiced in the US today. Spoiler alert…like many things in this world, it all comes down to money.

More Fool's Wisdom

Posted on Mar 8, 2016

On the heels of last week's post and keeping with the tone of the election season, we thought it was an appropriate time to re-post one of our favorite Insights called A Fool's Wisdom. We hope that this week's re-post shows that confidence and knowledge are not necessary correlated, which is yet another important thing to keep in mind during an election season.

Unintended Consequences

Posted on Mar 1, 2016

It is everyone’s favorite time of the year where we are all inundated with sound bites, headlines, and advertisements telling us why we should or should not cast our vote for a particular Presidential candidate. One of the many topics of discussion this election season has been income inequality, which is the topic of this week's Insight.

The Right Stuff (Pt 2)

Posted on Feb 23, 2016

Last week I reviewed 7 of the 13 characteristics of a successful investor as laid out by author Tren Griffin in Charlie Munger: The Complete Investor. This week I'll pick up with #8 and review the last 6 characteristics.

The Right Stuff

Posted on Feb 16, 2016

Charlie Munger is unarguably one of the most well-respected and successful investors of our time. With wit and wisdom that are second to none, and a straight shooter style of communication, he is one of the most carefully studied and oft-quoted personalities in our industry.

Safety In Numbers

Posted on Feb 9, 2016

Just last month, I received an email from Van Eck trumpeting the merits of peer-to-peer lending. It was interesting to read that a $30 billion+ asset management firm would go on record to endorse the merits of the once relatively obscure space. This week we provide an update on how our P2P managed account composite is performing 19 months since inception.

Anything But Boring

Posted on Jan 26, 2016

Today’s Insight is the third post we’ve written on VEREIT (ticker: VER). When we first wrote about and purchased the stock we included the caveat that “any number of things could create another wave of negative sentiment that could send the stock even lower.” Today we look back at what has happened since our initial purchase and what the future might hold for VEREIT.

Losing Numbers

Posted on Jan 19, 2016

Unless you have been living under a rock, all of our readers are probably aware that last week’s Powerball jackpot swelled to an all-time high of over $1.5 billion.Last week I was asked by a client whether buying a lottery ticket made sense from an odds perspective since the jackpot was so large. What I discovered along the way became the genesis for this weeks’ Insight.