Touching The Third Rail

Representative George Miller (D-Calif.) has stirred up a quite a fury with his new bill requiring all 401(k) plans to offer at least one broad-based index fund. Reading the response from the active fund industry, you'd think Miller had put us on the fast-track to socialism ... one day index funds, the next day gulags. Analysis

Three ETFs I Would Not Invest In

It's a catchy title isn't it?  This is the question that CNBC proposes to ask me on my upcoming Monday appearance.  What are my selections? Analysis

Backwardation Is Back

Backwardation is back, and it's finally safe for investors to dip their toes back in the futures wading pool. Analysis

75 Basis Points, Maybe More

You're getting microscopic with your portfolio now.  Next thing you know you'll have someone running their 1 BP Calpers fund for you. I've got other ideas today, though. Analysis

Fifteen Basis Points

Well, Jim, at least we can own the market cheap. My sample low-cost ETF portfolio can now be bought for less than fifteen basis points in expenses (0.148% to be exact). Analysis

You, Me and Bobo

Yes, we are GENIUSES to call the market top.  You me and our real resident wizard Bobo the Dart-Throwing Monkey should open that hedge fund. Analysis

The Tumbling Market

Well Jim, you should start a hedge fund, and I should be your lead trader. The DJIA is down about 600 points since you first posted on Priced To Perfection, and the downturn has gone global: EAFE's off about 7% over the same timeframe as well. Analysis

The Case (or not) For Commodities