Andrew Miller

@millerak42

Personal Musings of a Mind Seeking Truth

Central Indiana
Vrijeme pridruživanja: srpanj 2012.

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  1. Prikvačeni tweet
    25. lip 2019.

    I have a new guest post that addresses recent and longer term issues with value!

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  2. proslijedio/la je Tweet
    prije 18 sati

    Is there a publicly available data set for Standardized Unexpected Earnings (SUE), Cumulative 3-Day Abnormal Returns (CAR3) or some other measure of fundamental momentum?

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  3. proslijedio/la je Tweet

    We've seen a lot of interest/flows to our ex-state owned Emerging Markets strategy. A question often asked: is the premium multiple over 'beta' worth it? Generally I think yes! Some stats on the higher growth profile of ex-SOEs on the blog today:

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  4. 4. velj

    This one is a mini me...PB and coconut syrup on oatmeal...yes please!

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  5. 3. velj

    This is such a great article. A couple of additional thoughts: 1 - Just because you index doesn't mean there isn't opp 4 fund choice/index design/selection! 2 - Which this broke-out bonds more! I think things like treasuries are obvious index but not so with mortgages!

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  6. 3. velj

    Always an entertaining and educational listen!

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  7. 2. velj

    Here is a hint for who we are cheering for:

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  8. 1. velj

    What happens when you have a competitive family!

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  9. 1. velj

    This might be the best quant podcast I’ve heard yet...just fantastic!

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  10. 31. sij

    Interesting dichotomy - people making stocks are expensive mean reversion arguments imply taking less risk now. However when modeling long-term asset returns (even from these valuations) with & w/o mean reversion, the mean reversion modeling always shows u should take more risk!

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  11. proslijedio/la je Tweet
    30. sij

    In June 2019, I was lucky to buy at a low point, both in price and mood. Seven months later, the mood is exuberant & the stock hit $640 this morning. I revisit & revalue the company, and much as I would love to hold on, it is time for me to let go.

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  12. 30. sij

    This will be a really fun team to watch post All Star Break.

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  13. proslijedio/la je Tweet
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  14. 29. sij

    This will be a HUGE deal and should be looked at very carefully as just mild changes of language could be worth big money!

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  15. 29. sij

    Holy cow is the SECURE Act going to have a major impact on IRA BDAs. Just helped demonstrate that changing the distribution rules of a trust will save the trust beneficiaries about $1M in taxes over 10 years.

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  16. 29. sij

    Unexpected surprise for the day...thanks ⁦⁩! I can’t wait to read and learn!

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  17. 29. sij

    Great post by on optimization & how it changes given objectives and constraints. This is especially important to remember as firms post Capital Market Assumptions - reference portfolio should be more important than CMAs...but they matter too!

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  18. 29. sij
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  19. proslijedio/la je Tweet

    Had a great chat with of today! Join us this Wednesday @ 11am MT for our first webinar, "How to Simplify Your Planning Process." Register:

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  20. proslijedio/la je Tweet
    28. sij

    There’s a moment from Kobe’s final game that few people saw and nobody really remembers … but won’t ever forget it.

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  21. proslijedio/la je Tweet

    Internal Revenue has a super-helpful spreadsheet for spot-checking W-4 withholding available for download probably the most useful product I've seen the IRS put out in a while

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