Latest Articles from Roger Nusbaum

What Should Come Next In ETFs? Part Deux

Roger Nusbaum — Tue, 25 Jan 2011 19:07:47 Z

Well I was not expecting a followup to yesterday's post, well not today anyway, but it is appropriate. Perhaps coincidentally to yesterday's post or perhaps not I had a conversation with a

What Should Come Next In ETFs?

Roger Nusbaum — Tue, 25 Jan 2011 04:18:13 Z

In the last few days there have been a couple of posts touching on the idea of what direction the ETF industry might go in; one from Mebane Faber revisiting a wish list from four years ago

Learning From Tunisia

Roger Nusbaum — Thu, 20 Jan 2011 20:19:23 Z

Charles Kirk kicked off yesterday's daily email with a quote from Seth Klarman from the Baupost Group as follows; "The best investors in the world do not target returns; they focus

Wednesday Twofer

Roger Nusbaum — Wed, 19 Jan 2011 20:03:52 Z

Yesterday at the gym I saw a guy on the treadmill with a Walkman-like device that looked older than the one pictured to the left. He had cassettes and everything to pop into that

Frontier Markets

Roger Nusbaum — Wed, 19 Jan 2011 03:54:24 Z

I meant to get to this before but a while back Dow Jones redid their country classification such that they now recognize countries as being frontier (apparently this is new for them). This is

The Big Picture For The Week of January 16, 2011

Roger Nusbaum — Sat, 15 Jan 2011 18:49:54 Z

The US market is off to a strange start in 2011 continuing a nice run that started months ago. At the same time the economic data seems to point more toward malaise in terms of jobless claims,

Gooooood Morning...Laos?

Roger Nusbaum — Thu, 13 Jan 2011 19:52:36 Z

The other day the Wall Street Journal had a writeup on the new stock exchange in Laos. Laos as an investment destination? While I'm sure it will be a while before Laos Telecom lists and ADR on

I'm The Only One Who Thinks This, But Still

Roger Nusbaum — Wed, 12 Jan 2011 22:12:50 Z

The other day IndexUniverse noted that the PowerShares FTSE RAFI US 1000 Portfolio (PRF) celebrated its fifth anniversary. The article also noted that the fund had doubled the return of the

Sunday Morning Coffee

Roger Nusbaum — Sun, 09 Jan 2011 23:14:25 Z

A few weeks ago I was interviewed for an article on CNBC.com about investing in farmland . To read that article but none of my blog posts I came across as a cockeyed optimist without a care in

Single Stock VIXs?

Roger Nusbaum — Fri, 07 Jan 2011 19:57:38 Z

Bill Luby from the Vix And More blog stumbled across what I think can be very useful if it catches on. The Chicago Board Option Exchange will start calculating a VIX like index for five

Sector Selection or Country Selection

Roger Nusbaum — Wed, 05 Jan 2011 21:38:33 Z

Yesterday we had a pre-planning conference call for the Inside ETFs Conference next month in Hollywood, Florida. The panel I'm participating in is on sector ETFs. I'm a believer in building

John Hussman and Jimmy Buffett?

Roger Nusbaum — Tue, 04 Jan 2011 18:47:31 Z

Parrotheads, aka Jimmy Buffett fans, will know the lyric from the song Fruicakes that goes mea culpa, mea culpa, mea maxima culpa which is what John Hussman appears to have been saying in

It Can Be Simple

Roger Nusbaum — Mon, 03 Jan 2011 20:05:27 Z

All of the football this weekend afforded a lot of time to look at all sorts stats and explore various portfolio concepts. One idea was about simple, very simple, diversification. The chart

Sunday Morning Coffee

Roger Nusbaum — Sun, 02 Jan 2011 18:53:51 Z

This week's Barron's interview was with Ben Inker who is the head of asset allocation at GMO. Part of his job is to run the GMO Benchmark-Free Allocation Fund (GBMFX), an open ended fund

The Big Picture For The Week of January 2, 2011

Roger Nusbaum — Sat, 01 Jan 2011 20:00:57 Z

So put another year in the books, it went by quickly didn't it? Don't they all? The S&P 500 had a good year going up almost 13% plus its dividend. No matter what is going on or what the