Jeff is traveling, so we are republishing his recent interview from the Kirk Report, one of our featured sources.  The Kirk Report is an excellent investor resource, with many specific stock ideas for members.  Charles Kirk also reads very widely and provides regular links to articles we might otherwise have missed.  He came up with some excellent questions for the interview, getting Jeff to discuss many topics he has not covered on "A Dash." Here is the Kirk Report interview: It is with great pleasure to have Jeff Miller, from A Dash Of Insight, to participate in this month's Q&A. Many of you know Jeff because I've linked to many (if not the vast majority) of his blog posts. In this Q&A we'll cover a variety of topics ...

Today we begin a new type of report: The Sector Update. We will post on a weekly basis the holdings and results of Vince Castelli’s TCA-ETF model. This is an inside look at how a trading model has been developed and implemented, information that is usually not publicly shared.

This report is aimed at two different groups:

A principal theme at “A Dash” is learning how to use expertise.  While we write forcefully about what we believe, we also make clear the limitations of the expertise of our team.

Where We Have Strength

The background of our team members is in recognizing the need for experts in various fields to join together to solve problems.  My own background includes many projects of this sort.  I directed educational programs where scientists, economists, and public policy experts jointly taught seminars on complex policy issues.  I worked in government, where economists and political scientists versed in tax policy cooperated in major studies.  I have advised and helped to finance early stage companies that involved complex relationships of financing, science, engineering, and business acumen.