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PremiumPoints 3Q-2019

Posted by: Thomas F. McKeon, CFA | November 4, 2019

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In this issue we write about using the CPI as a benchmark, ponder the zero-commission mania, muse about the rise of financial pornography and comment about how free market adherents love the free markets, until competition disrupts their cash cow, then they go to work trying to confuse, distract and otherwise misled potential customers and generally subvert the free markets. We are speaking of the ascendancy of ETFs.

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We’re All Institutional Investors Now…or Should Be

Posted by: Thomas F. McKeon, CFA | April 9, 2019

The investment tools and techniques exist for investors large and small to have optimally efficient, risk-limited, ultra-low cost portfolios, as institutions have had for decades.

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For Rational Investors Only

Posted by: Thomas F. McKeon, CFA | February 18, 2019

We present PremiumPoints 4Q-2018, our quarterly newsletter.

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Year-End 2018 Odds & Endss

Posted by: Tom McKeon | January 2, 2019

It has been a little while since we posted so there are a few things for us to catch up on: Bear Markets, Silver Linings, Monte Carlo & more.

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New Highs, Party Poopers & Financial Engineering

Posted by: Tom McKeon | August 30, 2018

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PremiumPoints 2Q-2018 Issue: "Structure IS the Strategy"

Posted by: Tom McKeon | July 19, 2018

In This Issue: Review & Outlook 2Q-2018, Volatility Update, Portfolio Activity, Clothier Springs Capital Partners, What Business Are We In?, Our Quarterly Harangue: "Structure IS the Strategy" and Clothier Springs Capital Management Has a Birthday

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We’re in the Client Outcome Business, Not the Investment Performance Business

Posted by: Tom McKeon | May 23, 2018

Asking an advisor about performance is the wrong question. Your outcome will be far more dependent on his fees and business model.

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10 + 1 Things to Degrade Your Investment Outcome

Posted by: Tom McKeon | April 27, 2018

If you want to keep a lid on your chances to meet your investment objectives, pursue one or more of the activities listed below, and you will likely suffer lower returns, accept too much risk and pay too much for the privilege.

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PremiumPoints 1Q-2018 Issue

Posted by: Tom McKeon | April 19, 2018

In this issue: 1Q-2018 Review & Outlook, OH...That Volatility, Portfolio Activity, Update on Clothier Springs Capital Partners, The Index Revolution Continues--Not Your Father's Portfolio, Alpha, Schmalpha

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Alpha, Schmalpha and the Persistence of Sub-Optimal Business Models and Investment Advisory Offerings

Posted by: Tom McKeon | March 19, 2018

Low-Cost ETFs continue to expose discredited investment strategies and legacy business models.

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Your investment outcome is largely a function of your advisors' business and service model, not his investing acumen.

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PremiumPoints 4Q-2017 Issue

Posted by: CSCM Staff | January 23, 2018

In this issue of our periodic newsletter PremiumPoints: 2017 Review & Outlook, What Volatility?, Account Security & LogIns, CSCM Major Projects in 2017, What Is a Bitcoin Worth? and ETF Update.

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