Central Banks, Switzerland and What You Can and Can't Model About Them

By Michael McDaniel, Chief Investment Officer I often quip “these are the days of our centrally planned lives” as my token response to news of ...

22 Jan 2015

Due Diligence Made Easy

By Michael McDaniel, Chief Investment Officer Cambria Funds recently launched a very unique ETF.  The Cambria Global Asset Allocation ETF (GAA) is a ...

5 Jan 2015

Objectivity Wins (Again)

By Michael McDaniel, Chief Investment Officer Few words in the English language carry worse connotations than the term “backtested.” As an investor, ...

29 Dec 2014

Are You A "Risk-Wise" Advisor?

By Michael McDaniel, Chief Investment Officer Every investor psyche has a back story.  I started managing money in 2000, right as the tech bubble was ...

22 Dec 2014

How Jason Zweig is Right and Wrong At the Same Time

By Mike McDaniel, Chief Investment Officer Jason Zweig pens a fascinating piece in the Wall Street Journal panning the qualitative and psychology ...

25 Oct 2014