S&P 500: When The Best Defense, is Getting Defensive
Stock returns and football season are - bar nothing - my favorite parts of the Fall. However, this month’s equity pullback, coupled with my Detroit
“i” is for Imitation
It’s the shoe polish that gives it away. That is how you know where you are. Standard issue is an eighth inch thick, and shiny.
An ETF Must Have a Code
The Bunk said it best when he told Omar “a man must have a code”, and two decades before I took up the battle against
Cap Weight Concentration: Same as it Ever Was, Until Now
The most valuable skill an investor can acquire is the ability to distinguish theory from law. Examples of theory include forecasts, the relationship between gold
Disintermediation
There’s an order to things, a way they go. In the asset management space, an angel investment can get a new company started, after which
Five Interesting Thoughts From The S&P Denver Financial Advisor Forum
On June 19, 2018 I attended the S&P Dow Jones Indices Denver Financial Advisor Forum in support of our Reverse Cap Index, which is an
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ETF Ideas That Challenge Your Portfolio
Bill Kelly – Alternative Investments (EP.49)
Bill Kelly, CEO of the CAIA organization and self-described
Charles Ragauss – REPLAY: Cheers to Three Years (EP.48)
Phil and Charles enjoy a Manhattan to reflect on
Ben Hunt – Epsilon Theory: Part One (EP.47)
Ben Hunt Co-Founder and partner at Second Foundation Partners
Kathleen Moriarty – The ETF Approval Process (EP.46)
Kathleen Moriarty, Partner at Chapman and Cutler, and the
Amazon: When Earnings Miss for the Right Reasons
Amazon (AMZN) reported mixed quarterly results last week, posting a
Phil Huber – Bps, Pieces and Wrestling (EP.45)
Phil heads to Huber Financial in Chicago to meet