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Cullen Roche - 05/24/2018
Warren Buffett once said: “investing is simple, but not easy”. Given his love of cheeseburgers and Diet Coke and also being 87 years old, he might not agree with this [ … ]
Cullen Roche - 05/23/2018
Rates have inched up enough now that if you squint your eyes you can see the change on a 40 year chart. I say that partly in jest, but the [ … ]
Cullen Roche - 05/21/2018
1) Investing and Politics Don’t Mix. I posted this chart on Twitter the other day – it’s the MAGA ETF. Basically, the index provider took companies that are highly supportive [ … ]
Cullen Roche - 05/15/2018
Is it just me or have there been a whole bunch of really scary sounding stories about rising interest rates in the last few months? While some of these worries [ … ]
Cullen Roche - 05/14/2018
Sorry for the radio silence these last 10 days. I was in Switzerland for work (and some fun). It was my first time there for an extended period and proved [ … ]
Cullen Roche - 05/04/2018
Here are some things I think I am thinking about:
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 [ … ]
