PremiumPoints

The Clothier Springs Capital Management Blog

PremiumPoints 1Q-2018 Issue

Posted by: Tom McKeon | April 19, 2018

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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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Of Dot-Com's, Internet Bubble and Pseudo-Currencies

Posted by: Tom McKeon | December 7, 2017

When enthusiasm outweighs reason, there will ultimately be excruciating anxiety, pain and permanent loss of capital. 

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Cryptocurrencies, Intrinsic Value and Greater Fools

Posted by: Tom McKeon | November 1, 2017

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 Unbearableā€¦

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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