I'm back in Singapore 15-19 May, message if you have time to meet

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I’m back in Singapore this week presenting the first two days of the Equity Investing Workshops at CFA Singapore.  I’ll be covering top-down portfolio construction, ETFs, how to evaluate mutual funds and hedge funds, and finish off with a concise introduction to options and capital structure before handing off to Anand for the 2nd half […]

FBAR deadline for US taxpayers foreign accounts moved to April 15th

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Thanks to our friends at American Pacific Tax for pointing out that the deadline for US citizens and green card holders to report their foreign financial accounts to the Financial Crimes Enforcement network (FINCEN) has now been moved to April 15th, instead of the previous deadline of June 30th.

Videos of Jim Rogers speaking in Shenzhen February 25th 2017

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This past Saturday, February 25th 2017 at the Ritz-Carlton Shenzhen, legendary investor Jim Rogers spoke to packed rooms about China, investing, the dollar, and having children, especially girls.  Below are just three short videos from the event posted on our YouTube channel “GFM Money Minute”: Be inspired!

Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters

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Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on the site BuysideDebate.com As of the time I cast my vote, opinions still seem evenly split, but with more conviction on the model side than the human judgement side (and I doubt that’s […]

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