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You are here: Home / Archives for 2014

Archives for 2014

Gordon Equation Revisited: A Time To Be Cautious

December 17, 2014 By Lowell Herr

Back on December 16, 2009 I wrote a blog and then revised it in 2010.  (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history.  This is the latest update of the Gordon Equation.  I first learned of this equation while reading one of William Bernstein’s […]

Filed Under: Critical Material Tagged With: Critical Material

Christmas Music Recommendation

December 7, 2014 By Lowell Herr

As we approach the Christmas and New Year holiday season, here is another music selection to add to your growing collection.  My CD recommendation this week is A Festival of Carols in Brass featuring the Philadelphia Brass Ensemble.  Since I have been remiss in not posting recommendations for a few weeks, a second option to […]

Filed Under: Music Tagged With: Music

Boston Baroque: Lost Music of Early America – Music of the Moravians

November 16, 2014 By Lowell Herr

Boston Baroque is my CD recommendation for the week.  It has been a few weeks since I last advocated any music so it about time to put forth another selection.  Unfortunately, Amazon does not have this CD set up to listen to short selections from the Lost Music of Early America, so just take my […]

Filed Under: Music Tagged With: Music

Ring of Fire Rendition: A Music Interlude

November 12, 2014 By Lowell Herr

As an interlude to investing, take a little time to listen to this rendition of Johnny Cash’s “Ring of Fire.”  Hope you have a good sound system and the subwoofer is attached. http://rare.us/story/a-cappella-group-re-imagines-johnny-cashs-ring-of-fire-and-its-mind-blowing/ The song was written by June Carter Cash. Lowell

Filed Under: Music Tagged With: Music

Fama-French 5-Factor Asset Pricing Model

October 8, 2014 By Lowell Herr

Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy.  Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated?  The SAA model came on hard times during the Great Recession when seemingly low correlated investments all […]

Filed Under: Critical Material, Miscellaneous, Music, Photography Tagged With: Critical Material

Schubert: Quintet in C

August 17, 2014 By Lowell Herr

Schubert’s Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine recording of this same piece by Schubert. “Many consider Schubert’s […]

Filed Under: Miscellaneous, Music, Photography Tagged With: Classical Music, Music

Eight ETF Portfolio: Early Results

August 15, 2014 By Lowell Herr

Yesterday I presented the eight (8) ETF portfolio in the Aristotle review.  Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data.  The portfolio is up over 133% while the VTI index is up over 88%.  This model looks promising.

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Ceremonial Music for Trumpet and Symphonic Organ

August 10, 2014 By Lowell Herr

  Ceremonial Music for Trumpet and Symphonic Organ is the recommended CD this week.  Rolf Smedvig is the featured trumpeter and Michael Murray is on the organ.  Of the positive reviews on Amazon, this one provides an overview of what to expect from this music.  As a former trumpet player, I thoroughly enjoy this sound.  […]

Filed Under: Music Tagged With: Classical Music, Music

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