Roger Nusbaum
Roger Nusbaum's Latest Articles | 135
Well, The Market Is Up 95%
The US stock market is up 95% in less than two years. No matter anything else in terms of perceived fundamentals, Fed action, ongoing threats the fact remains that... Read »
Making Use of All Tools Available
Long time readers will know about some of the building blocks I believe in for portfolio construction which include a mix of different tools, a higher dividend... Read »
ETF Funds: Learning from Tunisia
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... Read »
Stock Market: The Bull and Bear Case
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... Read »
Single Stock VIXs?
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... Read »
Sector Selection or Country Selection?
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... Read »
John Hussman and Jimmy Buffett?
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... Read »
Why Not A Grassroots Solution?
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... Read »
Building a Country Exposure
I write a lot of posts about building narrow exposures in portfolios and also about avoiding parts of the market that seem like blatant trouble spots. Obviously... Read »
Cheap is in the Eye of the Beholder
There was something of an odd Heard on the Street article in yesterday’s Wall Street Journal titled Are Stock Investors Asleep At The Wheel. Based on the title... Read »







