PremiumPoints

The Clothier Springs Capital Management Blog

Cryptocurrencies, Intrinsic Value and Greater Fools

Posted by: Tom McKeon | November 1, 2017

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Why is a Bitcoin worth more today than yesterday, last month or last year? An eager supply of Greater Fools will not last forever.

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The Pain in Active Management Land Must Be Unbearable…

Posted by: Tom McKeon | October 9, 2017

...because active managers are pushing back with obfuscation, disinformation and half-truths.

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PremiumPoints 2Q-2017 Issue

Posted by: CSCM Staff | August 17, 2017

In this Issue: Review & Outlook 2Q-2017, Clothier Springs Turns Seven, New Website Launch, CFA Badge and an excerpt from "One Boy's Journey."

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Asset Allocation vs. Stockpicking: No Contest

Posted by: Tom McKeon | July 14, 2017

With apologies to Jack Bogle, if ever there was a period that proved the benefit of a global asset allocation, the first half of 2017 was that period.

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Options Update: Getting Paid to Wake Up

Posted by: Tom McKeon | April 25, 2017

Collecting option premium in a sideways market is as good as it gets.

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PremiumPoints 1Q-2017

Posted by: Tom McKeon | April 21, 2017

In this Issue of PremiumPoints | Review and Outlook 1Q-2017, New Reporting Platform, CFA Wealth Initiative, Vanguard ETFs: Game, Set and Match, Option Update: Getting Paid to Wake Up

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ETFs Ascendant

Posted by: Tom McKeon | March 8, 2017

From Moody’s: “Passive Investing to overtake active in just four to seven years.” Clothier Springs Capital Management has been on this (ETF) bandwagon since our founding in 2010.

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The 21 Questions You’re Going to Need to Ask About Investment Fees

Posted by: Tom McKeon | February 28, 2017

If the answer to Number 1 is wrong, you can forget about asking the next 20.

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Review and Outlook 2017

Posted by: Tom McKeon | January 25, 2017

In this edition of PremiumPoints: Looking ahead to 2017, ETFs lap the field and Managing Portfolios in the Post-Truth World.

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Facts, Conclusions and Blind Spots

Posted by: Tom McKeon | December 2, 2016

Returns in the aftermath of the election and some heavy hitters (Bogle, Ellis, Buffet) expound on the virtues of index investing.

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Post-Election Global Returns

Posted by: Tom McKeon | November 21, 2016

U.S. Stocks Rally. The Rest of the World…Not So Much.

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