August 24, 2017 / Global Economics, Mexican National Petroleum Conference

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Teaching Global Market Efficiency in Mexico

Earlier this summer I had the privilege of being one of just four instructors invited to teach a two-day seminar in conjunction with the Mexican National Petroleum Congress.  To put things in perspective, Mexico is the 12th biggest oil producing country in the world with daily production of 2 million barrels, or $100+ million at $50 […]

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May 18, 2017 / Diversification

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Hyper-Diversification

By having a hyper-diversified portfolio you’re almost guaranteed to have a position in the next boom stock such as Google from 1997 to present or Microsoft from 1986 through 2000.  What do I mean by hyper-diversified?  1000 stocks?  3000 stocks?  Think of 12,000 stocks. That’s right.  The portfolios I manage have a position in something […]

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March 27, 2017 / Research and Development

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Engineers, Scientists and R&D by Country

We frequently hear, usually from a news correspondent who can’t add 3+2, that the USA doesn’t spend enough money on research and development.  Further, those same pundits often claim the USA doesn’t have enough engineers and scientists.  And to be sure, as an engineering and finance professional I often have the same concerns. So, as […]

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March 8, 2017 / Financial Advisory Services, Uncategorised

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An Ancillary Benefit of Having a Good Financial Advisor

This is not an effort at self-promotion; rather, it’s an example based on the recent and semi-recent history.  And no, this post doesn’t directly address portfolio efficiency.  What it does highlight is a typically undiscussed benefit of having a good relationship with a competent financial advisor. Looking back, over the past 20 months I’ve had, […]

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February 21, 2017 / Market Performance

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Be Wary of Headlines

Be Wary of Headlines Clients frequently come to me with headlines that alarm them (see attached photo from the December 10, 2015 Wall Street Journal). That’s normal, and answering their questions and concerns is part of my job. Four things I often explain is that: 1) Headlines are meant to attract attention and sell the […]

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