Articles by Roger Nusbaum
Sector Selection or Country Selection
1/5/2011, 11:38 am from Roger Nusbaum in Investing, International, ETFs
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... Read >>
John Hussman and Jimmy Buffett?
1/4/2011, 8:47 am from Roger Nusbaum in Investing, Investing Ideas, Mutual Funds
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... Read >>
It Can Be Simple
1/3/2011, 10:05 am from Roger Nusbaum in Investing, Investing Ideas, ETFs, Retirement
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... Read >>
Sunday Morning Coffee
1/2/2011, 8:53 am from Roger Nusbaum in Investing, Mutual Funds
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... Read >>
The Big Picture For The Week of January 2, 2011
1/1/2011, 10:00 am from Roger Nusbaum in Investing, Investing Ideas
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... Read >>
Are We A Nation of Wusses?
12/29/2010, 8:51 am from Roger Nusbaum in Investing, ETFs
Yesterday CNBC had a segment about ETFs during its show Power Lunch that started with a snippet from Jack Bogle saying "they've corrupted it (ETFs) into a trading business. You can... Read >>
Predictions Gone Awry? So What?
12/28/2010, 9:50 am from Roger Nusbaum in Personal Finance, Retirement, Investing Ideas
A few days ago Seeking Alpha ran a Q&A about 2011 that I participated in. There were really a lot of negative comments which surprised me in that after six years of doing this I've... Read >>
Self Imposed Means Testing?
12/27/2010, 8:57 am from Roger Nusbaum in Personal Finance, Retirement
Yesterday on our Sunday hike (pictured to the left) I had an epiphany about social security and medicare that I think can be part of the solution. The idea has a couple of building blocks... Read >>
ETFs Prophesized by Nostradamus To End The World!
12/23/2010, 9:27 am from Roger Nusbaum in Investing, ETFs
That was kind of thought I had yesterday as I read articles from three different and well regarded bloggers. Trader Mark believes they are the tail wagging the dog (in some instances), Phil's... Read >>
Odds and Ends
12/22/2010, 9:57 am from Roger Nusbaum in Investing, ETFs
I meant to get to this earlier but Harvard Management Company's 13F was recently made public, listing the holdings of the small portion of the endowment managed in-house with exchange trade ... Read >>