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Inflation is real but unevenInflation is everywhere, but we should always keep in mind that on … Read More
Cullen Roche
Debt on Goods & ServicesThat's the whole trick! For money to be functional people nee … Read More
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Low inflation conspiracy theoriesOk, I get your view about inflation and commodities. Makes sense t … Read More
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A bleak roadmap regarding QE/Debt …Sticking to CalPERS for a moment, there was a restructuring in 201 … Read More
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Inflation isn't dead, but is it i … I believe inflation isn't dead but it is in sleep mode or … Read More
Most Popular Posts
The Best Investment Strategy: DISCIPLINE

I was reading this article in the NY Times about a wide ranging diet study. They performed a meticulously controlled test to study what type of diet works best. Their [ … ]

Are Individual Bonds Safer than Bond Funds?

The WSJ was out with a piece discussing outflows from DoubleLine’s Total Return Bond fund this week. One of the reasons for the outflows was cited as the lack of [ … ]

Why I Prefer to Think of Stocks as Bonds

Bonds have always struck me as fairly simple instruments. In general, you know what a (high quality) bond’s return will be and you know what its time horizon is. That [ … ]

How to Avoid the Problem of Short-Termism

If I had to pinpoint the biggest problem for most asset allocators I would probably say short-termism.  Short-termism is the tendency to judge financial markets in periods that are so short [ … ]

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