A must see discussion of today’s index investing distortions
http://horizonkinetics.com/market-commentary/4th-quarter-2016-commentary/ What will turn the tide for active investors. Or read commentary : Q4-2016-Commentary_Final
https://vimeo.com/209940152/f2154e4d3d Grant’s Conference Presentation
Kinetics_Market_Opportunities_11.02.2016
Q2 2016 Commentary FINAL (See section on ETFs vs. Individual Stocks)
Articles of interest:
- Under the Hood What is in Your Index Emerging Market_FINAL_Sep2015
- Under the Hood – The Beta Game – Part I
- Under the Hood – The Beta Game – Part II_FINAL
- Under the Hood – Momentum_FINAL
- Under the Hood – Robo-Adviser Part I_Final_Jan 2016
- Under the Hood – Robo-Adviser Part II_Final
- Under the Hood – How Indexation is Creating New Opportunities for Short-Sellers, And Why This Should Alarm Ordinary Buyers of Stock and Bond ETFs (NOTE!)
- Under the Hood – Why Utility Stocks Should Concern Income-Oriented Investors_May 2016
- Exxon Conundrum_July 16_FINAL Why Exxon becomes overvalued.
- Under the Hood – The Value of Cash
- Under-the-Hood-Gold-Miner-ETFs_FINAL_Dec2016 distortions galore!
- http://suremoneyinvestor.com/2017/04/the-real-reason-awful-companies-like-this-one-are-so-overvalued/ 52 ETFs own UAA
- https://blogs.cfainstitute.org/investor/2017/04/19/shortcuts-to-factor-investing-equities-and-beyond/
- http://www.zerohedge.com/news/2017-04-19/passive-negligence-cover-your-eyes-buy-investing
