Video: The Wisdom of Crowds
We conducted an experiment testing the “wisdom of crowds”, the proposition that, in many situations, the collective wisdom of a group will surpass that of even its smartest individual members.
Video: How to Build an All-Weather Portfolio
When it comes to investing your hard earned money for the long-run, the world can sometimes seem like a scary place. And not just because of the occasional category five storm that blows our way, like the dot-com meltdown of 2000-2002 or the bursting of the real estate bubble in 2008. It’s also all the squalls that can sweep through the markets, triggered by things like the Euro-zone debt crisis, government shutdown, or debt-limit standoff, that likewise threaten feel like they might capsize our portfolios. The one thing we know with a certainty is that the timing, magnitude, or impact of world events can never be predicted with the kind of precision required if we’re to nimbly trade in or out of the markets to avoid danger or capture gains. At the end of the day . . .
It’s better to be resilient than nimble.
This 13 minute video is a brief description of how we build a resilient, all-weather portfolio that can carry you through whatever storms may come our way.
Groundhog Day Revisited
movies.netflix.com
Groundhog Day is more commonly known as the day observed on February 2 where the appearance of the groundhog is meant to symbolize whether spring will come early (the groundhog emerges on a cloudy day) or whether winter will continue for six more weeks (the groundhog sees its shadow and retreats to its burrow).
However, Groundhog Day is also the name of a 1993 comedy starring Bill Murray. In the movie, Murray finds himself trapped in a time loop where the same day (Feb. 2) repeats over and over again. After exploiting his knowledge of the time loop, he grows desperate to end it, and when he cannot, he reexamines his life and decides to use the time loop to help the people and the town. We don’t want to give away the end of the movie, but if you are curious, visit the film’s IMDB page for the full synopsis (there are spoilers).
The movie was the inspiration for the title of our 2010 webinar “Groundhog Day”, which explored some of the reasons why it can sometimes feel that we’re living the same (scary) day over and over again in the markets, while also offering strategies to harness the underlying goodness found in the economy and the markets in order to achieve our goals.
“History may not repeat, but it sure does rhyme.” Mark Twain
Review and Outlook 2011-2012
Join us for a review of economic and market conditions in 2011 and a discussion of the implications for global investors in 2012 and beyond. This 23 minute presentation covers the following topics:
- Global stock market performance in 2011
- Economic conditions in the US and the Eurozone
- Relative market valuations across countries and implications for future returns
- The role of Emerging Market Equity in a globally-diversified portfolio
When you click on the link below, a new window will open. The presentation may take several seconds to load, so please be patient. There is an Adobe Acrobat version of the slides linked below the recorded presentation.
Recorded presentation: Review and Outlook 2011-2012
Slides only: Review_of_2011_and_2012_Outlook-slides
Note to iPad and iPhone users: this is an Adobe Flash presentation. Unfortunately, the Safari browser on iPads and iPhones won’t play Flash presentations. Consider buying the Photon browser from the App Store, which does play Adobe Flash. Remember to click the lightning bolt button at the top of the Photon browser when you wish to view an Adobe Flash site.
Webinar: Economic Vomitility and Financial Planning Dramamine
If wild market gyrations have been leaving you feeling a little queasy, this presentaton is for you. In this webinar, we explore the underlying causes of the recent increase in financial market volatility (or vomitility, as a friend of ours recently named it) and what it may be telling us about the wider economy. We also review the ways in which financial planning, like Dramamine, can provide relief from the worst of the market-induced motion sickness.
This is a Windows Media file and should play when you click on the link below.
2011-09-21 15.03 Economic Vomitility and Financial Planning as Dramamine
And here’s an Adobe Acrobat version of the slides:
Groundhog Day: webinar now available for viewing
“History may not repeat, but it sure does rhyme.” Mark Twain
Our latest webinar was a review of some of the enduring characteristics of the economy and the markets and how, even amidst the seeming chaos, it’s still possible to craft investment strategies that can carry us to our goals.
“Groundhog Day”
“History may not repeat, but it sure does rhyme.” Mark Twain
Our latest webinar was a review of some of the enduring characteristics of the economy and the markets and how, even amidst the seeming chaos, it’s still possible to craft investment strategies that can carry us to our goals.
http://www.yebu.com/wp-content/uploads/2010/11/2010-11-18-09.01-Groundhog-Day.wmv
(left-click to stream or right-click and choose “save target as” to copy to your desktop)
Slides only in Adobe Acrobat format
Windows users can right-click and choose “Save Target as . . .” to download the file
The Perfect Storm: How We Got Here and Outlook for Recovery
Perfect_Storm_streaming_hi-rez
(left-click to stream or right-click and choose “save target as” to copy to your desktop)
Perfect_Storm_podcast_low
(right-click and choose “save target as” to copy to your desktop and then import to iTunes)
Webinar_The_Perfect_Storm_final (Adobe Acrobat)
Sound Portfolio Management
Windows Media Version
(left-click to stream or right-click and choose “save target as” to copy to your desktop)
Sound Portfolio Mgt During Turbulent Times (Adobe Acrobat)
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