Buffett Bets that Manager Fees Will Kill Performance (From June 2008 Fortune Magazine)

Summary: As for the fees that investors pay in the hedge fund world – and that, of course, is the crux of Buffett’s argument – they are both complicated and … Read more

Posted on June 9, 2008 by

Why The S&P SmallCap Index Beat The Russell 2000 Index by 52%

From May 2000 through May 2008, the S&P SmallCap index (IJR) is up over 50% from its competitive index the Russell 2000 (IWM). Both indices, IJR (S&P 600 SmallCap Index) … Read more

Posted on June 6, 2008 by

700 ETFs And Counting – A Birdseye View

Our ETF / ETN database powers the software on this website that allows individual investors to build a well diversified portfolio using ETFs. When we update our database we develop … Read more

Posted on May 10, 2008 by

Investors Behaving Badly

Investors Behaving Badly The Financial Research Corporation released a study prior to the [2001-02] bear market which showed that the average mutual fund’s three-year return was 10.92%, while the average … Read more

Posted on May 9, 2008 by

Barron's Online – 3 Ways Investors Ruin Their Nesteggs

by Karen Hube Monday, March 17, 2008 These are scary times for investors trying to shore up their retirement portfolios. Stocks’ values are down, inflation is ticking up and home … Read more

Posted on March 6, 2008 by

Oil's Wakeup Call – Forbes Article 3/5/08

Martin T. Sosnoff Martin Sosnoff Oil at $100 a barrel is a wakeup call for investors and politicians alike. You can’t blame ExxonMobil for making $11 billion quarterly. Prices are … Read more

Posted on March 5, 2008 by

Can You Beat the Market? It’s a $100 Billion Question

By MARK HULBERT Published: March 9, 2008 in the New York Times INVESTORS collectively spend around $100 billion a year trying to beat the stock market. That’s the finding of … Read more

Posted on March 3, 2008 by

How to avoid the mood-swings of "Mr. Market"

Analysts often use colorful images to explain how the markets work … or why a particular index or asset class is “behaving” in a certain way. We’ll hear references to … Read more

Posted on February 5, 2008 by

Where One Billionaire Has Allocated His Assets

I had lunch with T.S. at the end of 2007, who made his fortune founding and building technology companies. T.S. is one of the smartest and most dynamic entrepreneurs I’ve … Read more

Posted on January 6, 2008 by

Make Money In Down Markets: Harvest Tax Losses With ETFs

If you have exposure to an asset class, it’s important to maintain that exposure and not try to become a fortune-teller, attempting to figure out when to “get in or … Read more

Posted on January 1, 2008 by