How To Beat Warren Buffett (And SPY) Working Only 40 Days Per Year

Last week in "How To Exploit The Passive Herd With One Simple Strategy," we highlighted some interesting commentary from Bloomberg contributor Cameron Crise who noted that since passive models are forced by … well… by the fact that they’re model-driven, to rebalance at predictable times, there will invariably be opportunities to trade off that rebalancing. More specifically, Crise observed - harkening back to a note penned years ago by (guess who?) Marko Kolanovic - that "fixing models