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  • A Nobel Prize Winner On Alpha [View article]
    Thanks Kurtis
    Oct 15 06:44 PM | Likes Like |Link to Comment
  • A Nobel Prize Winner On Alpha [View article]
    Thanks Diego - Fama's office at Chicago was not too far from Richard Thaler's, a behaviorist who expanded on some of Kahneman and Tversky's work, demonstrating that there is room for more than one school of thought on investing (even literally in the same school)
    Oct 15 06:44 PM | 1 Like Like |Link to Comment
  • A Nobel Prize Winner On Alpha [View article]
    He is certainly the man that employed this idea the best in the real world - thanks for reading and commenting
    Oct 15 06:42 PM | Likes Like |Link to Comment
  • Dividend Aristocrats + Equal Weighting > S&P 500 Update [View article]
    Merlendale - from the literature I have read, it looks like this is going to track the DA Index, so should be equal weighted
    Oct 14 06:23 PM | Likes Like |Link to Comment
  • Dividend Aristocrats + Equal Weighting > S&P 500 Update [View article]
    Thanks Buyandhold
    Oct 14 06:23 PM | Likes Like |Link to Comment
  • Bond Market Review Q3 2013 [View article]
    Thanks Plasmo - some of the pressure on tax exempt municipals has been driven by the White House's desire to limit the income tax exemption given that it disproportionately benefits high income households. The tax exemption on municipal bonds is 100 years old this year, and I do not expect it to change anytime soon. I am more concerned that the top marginal tax rate will continue to creep higher as taxing the wealthy has been a populist way to decrease our structural budget deficit. If the tax exemption sticks around, but the marginal tax rate is higher, we are going to like our tax exempt muni portfolios even more.
    Oct 13 10:42 AM | 2 Likes Like |Link to Comment
  • Bond Market Review Q3 2013 [View article]
    Thanks for reading and commenting
    Oct 13 10:38 AM | 1 Like Like |Link to Comment
  • Bond Market Review Q3 2013 [View article]
    I agree that interest rates will rise eventually, especially in the front end of the curve as Fed policy normalizes. I believe that the large credit spread you are getting in tax exempt municipals will offset some of this risk of higher rates. I have been very underweight fixed income, and it has served me well in 2013, but I think that this is an opportunity to add some exposure in my taxable account.
    Oct 13 10:37 AM | Likes Like |Link to Comment
  • Stock Momentum - October 2013 [View article]
    No crystal ball here, just a simple rules-based strategy that has generated alpha across asset classes, geographies, and time
    Oct 7 06:17 PM | Likes Like |Link to Comment
  • Stock Momentum - October 2013 [View article]
    point taken Nate - momentum would capture alpha from shorting as well - thanks for commenting
    Oct 7 06:16 PM | Likes Like |Link to Comment
  • Stock/Bond Momentum - October 2013 [View article]
    Thanks for reading
    Oct 7 06:15 PM | Likes Like |Link to Comment
  • Stock/Bond Momentum - October 2013 [View article]
    Thanks for reading and commenting Ray. No - this is meant to be a rules-based strategy without any active intervention. Of course, you can tailor the strategy as you see fit.
    Oct 7 06:14 PM | Likes Like |Link to Comment
  • Equity Momentum - September 2013 [View article]
    Thanks Nate
    Oct 2 08:53 PM | Likes Like |Link to Comment
  • Fixed Income Momentum - September 2013 [View article]
    Thanks Niklashausen
    Sep 2 05:04 PM | Likes Like |Link to Comment
  • Fixed Income Momentum - September 2013 [View article]
    Richjoy - I enjoyed your comment and was not at all trying to be combative. One of the hardest things about writing for SA is that readers necessarily have differing risk tolerances and investment horizons. In my response, I was only offering that some investors may see momentum as a risk-reducing strategy as compared to owning the riskier leg outright. Thanks for reading and commenting.
    Sep 2 01:40 PM | 1 Like Like |Link to Comment
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395 Comments
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