Latest Posts
Cullen Roche - 09/17/2018
I got an interesting email the other day: …Your writing is incomprehensibly objective and apolitical. I was wondering if you could provide some tips as to how you think about [ … ]
Cullen Roche - 09/15/2018
10 years. It feels like yesterday. Then again, sometimes when I look at the economic data it feels like it never even happened. Whether you feel like the crisis is [ … ]
Cullen Roche - 09/07/2018
Here’s an interesting post from John Cochrane on “narrow banking”. Narrow banking is the idea that we could create banks that take a “narrow” type of risk by investing only [ … ]
Cullen Roche - 09/05/2018
A little over 10 years ago I sent out a research note to my clients saying that the financial crisis was entering a new stage and that policymakers were behind [ … ]
Cullen Roche - 09/04/2018
There was an interesting article in the NY Times this weekend titled “How to Retire in Your 30s With $1 Million in the Bank”. The Times tells the story of [ … ]
Cullen Roche - 08/31/2018
Here are some things I think I have an opinion about: 1) Fat Shaming Works for Me. I liked this thoughtful Tweet by Dr. Mike Simpson: I do not condone body [ … ]
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 [ … ]
