Multifactor Multiplicity
Last week, Bloomberg’s Tom Psarofagis (Sarah-Fay-Guess) tweeted out this list of multifactor U.S. equity ETFs that showed their 2018 performance relative to the S&P 500, as proxied by SPY: Only… Read more »
The Bps & Pieces Best of 2018
I promised myself I wouldn’t do a “Best ________ of 2018” post. Heck, I even kind of made fun of them on Twitter: But here we are. There was just… Read more »
Scape G.O.A.T.
When market volatility rears its ugly head, you can best be sure that the search for a scapegoat will not be far behind. As long as there are investors underperforming, in either… Read more »
BBBe Careful
The corporate bond market has nearly doubled over the last ten years. According to the Financial Times, there has been in excess of $1 Trillion (with a T) of issuance… Read more »
The Elements of Diversification
All ordinary matter in the universe is comprised of chemical elements. An investment portfolio is no different, with a tapestry of asset classes, factors, strategies, tools and techniques serving as the raw materials…. Read more »
A Matter of Principles
There’s no getting around it – today was an ugly day in the stock market. A sea of red throughout the day that turned crimson into the close. October is certainly… Read more »
My ETF IQ Test
Earlier this week I had the great pleasure of appearing live on the Bloomberg TV show ETF IQ. We managed to cover a lot of ground in one segment, including: The… Read more »
Priorities
Phil here – Today I am delighted to share the first ever guest post on the blog from my colleague and Portfolio Manager at Huber Financial Advisors, Danny Noonan. No, not… Read more »
The Curious Case for Emerging Markets
In last week’s post, I wrote about the evolution of Emerging Markets investing over the last ~40 years. In it, I shared this tweet from Morgan Housel: It reminded me… Read more »
Not Your Father’s Emerging Markets
It felt great to be an investor in Emerging Markets in 2017. Thus far in 2018? Not so much. “Less than a year? That’s just noise”, you might say. “Let’s… Read more »