Latest Posts
Cullen Roche - 07/17/2018
The surging popularity of Bernie Sanders in the 2016 Presidential election led to a substantial increase in the number of Democratic Socialists. The impact of this movement is real and [ … ]
Cullen Roche - 07/12/2018
Back in February I provided a broad inflation update wherein I stated that core inflation was likely to tick higher from 1.8% to 2.3%. The June CPI report showed a [ … ]
Cullen Roche - 07/09/2018
People are obsessed with the “greatest of all-time” for many reasons. The first reason is because we like to confirm our preconceived biases. For instance, if Tom Brady is the [ … ]
Cullen Roche - 06/29/2018
Here’s an interview of Larry Kudlow, National Economic Council Director, saying that the deficit is “coming down rapidly”. I don’t know why he’s saying this because it’s not remotely true [ … ]
Cullen Roche - 06/27/2018
I just got back from the Evidence Based Investing conference hosted by Ritholtz Wealth and IMN in beautiful Dana Point, California. One of the persistent themes at the event was [ … ]
Cullen Roche - 06/24/2018
Here’s part two of the Q&A on passive investing. If you haven’t read part 1 it will be helpful to do that first since I laid out the necessary definitions [ … ]
Most Popular Posts
Cullen Roche - 03/26/2018
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 [ … ]
Cullen Roche - 08/20/2017
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 [ … ]
Cullen Roche - 09/16/2016
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 [ … ]
Cullen Roche - 03/24/2016
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 [ … ]
