About Jeff Remsburg

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So far Jeff Remsburg has created 47 blog entries.

Let’s Bury Active vs. Passive…

2016-11-08T12:13:59-08:00October 26th, 2016|

Fund A Description Fund invests in penny stocks of companies where the CEO is a man, whose name is Chris, and has eaten a hamburger once in the past 12 months.  Positions are weighted by how many hamburgers the CEO has eaten. The management fee is 2.0% per year, plus a 5% front end load [...]

Which Investment Do You Prefer?

2016-11-08T12:12:31-08:00October 26th, 2016|

Let’s say you had the choice of the four following investing systems, which would you prefer? Well of course you would say C,B,D,A in that order.  Who wouldn’t?  And well of course you know from reading me that this is likely a trick question. Investment A and C are actually the same system, the S&P [...]

Valuing Stocks on 10 Year Book, Dividends, and Cash Flows…

2016-11-08T12:09:16-08:00October 18th, 2016|

I’ve written about using valuation till I’m blue in the face, in particular using the CAPE ratio.  (Here is a an old summary post.) Despite the fact that sorting countries on global CAPE ratios is having a monster year, people are still very critical on using CAPE.  I tweeting this out earlier: CAPE ratios of [...]

How A Trump Or Clinton Win Will Impact Your Investments

2016-11-08T12:07:52-08:00October 13th, 2016|

For many investors, this election is a nightmare. It feels a bit like taking your chances against, say, jumping in the ocean with a shark on one hand, or stumbling in the bush upon a lion on the other. Either way, the outcome appears inevitable. You’re in trouble. If Trump wins, you have famous businessmen [...]

Should Harvard’s Endowment be Managed by a Robot?

2016-11-08T12:06:04-08:00September 29th, 2016|

I used to write about the top college endowments quite a bit – turn back seven years and my first book was on the topic – The Ivy Portfolio.  So when Harvard recently made news by announcing returns for the $36 billion endowment were a disappointing -2% in fiscal year 2016, I thought we’d revisit the topic.  (Endowment [...]

You Don’t Have to Play

2016-11-08T12:04:01-08:00September 23rd, 2016|

I was giving a speech this week to the Stansberry group in Las Vegas and was, as always, talking about valuations.  Specifically I was talking about Bogle’s simple stock market formula for forecasting future 10 year returns.  The example I gave went something like this: We’re in Las Vegas so let’s use this analogy.  Let’s [...]

The Coppock Curve Applied to Global Markets

2016-11-08T12:02:01-08:00September 9th, 2016|

I get most of my quant research done while trying to avoid other less interesting work.  So I was curious when I saw my friend John Hussman writing about an obscure technical indicator called the Coppock Curve.  I filed it away as “interesting”, sent it to the Idea Farm list, then moved on.  But they [...]

The John Bogle Stock Valuation Model

2016-11-08T12:00:15-08:00September 3rd, 2016|

I think John Bogle is a national treasure.  That doesn’t mean I agree with him of course on everything (huge difference of opinion in foreign stock investing).  But he’s been a strong positive influence on our industry for 40 years.  I was scanning this recent article from the WSJ on the plane flight to Vancouver, [...]

Institutional Investors are Delusional

2016-10-28T15:35:14-07:00June 8th, 2016|

I was skimming this recent publication from BNY Mellon and FT remark when a particular graphic caught my eye.  Below is a survey from 400+ real money institutional respondents (we’re talking endowments, pension funds, insurance companies, and sovereign wealth funds).  This is their estimate of the net returns they will receive from their hedge funds: 1% [...]

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