Latest Posts
Cullen Roche - 08/14/2018
Here are some things I think I am thinking about: 1) Shrinkage in the markets! There has been a lot of chatter lately about the shrinking of the public markets. This [ … ]
Cullen Roche - 08/09/2018
Here’s a clip from last night’s episode of Hard Knocks: Training Camp with America’s Worst Football Program.¹ In the clip Carl Nassib gives his teammates a lesson in investing: He [ … ]
Cullen Roche - 08/08/2018
Oh yeah baby. This the post you have not been waiting for – all Tesla all the time. Here are three things about Tesla I think I am thinking about: [ … ]
Cullen Roche - 08/07/2018
Alex Jones got banned by YouTube, Facebook, Apple and Spotify yesterday. Strangely, this was a controversial topic in some circles. That’s right – a man who monetized a fake news [ … ]
Cullen Roche - 07/31/2018
The concept of endogenous money and banking is back in the spotlight these days with more and more prominent “mainstream” economists coming around to the idea that banks are special [ … ]
Cullen Roche - 07/28/2018
I am really excited to announce the latest volume of “The Best Investment Writing”. Meb Faber collected some of the best writing of the last year from an all-start team [ … ]
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 [ … ]
