Latest Posts
Cullen Roche - 11/08/2020
Joe Biden will be the next President of the USA. To many people this is happy news. To many others it’s sad news. Like 2016, it was a remarkably close [ … ]
Cullen Roche - 11/06/2020
In 2017 I wrote a detailed post about how political biases consistently hurt people’s portfolios. In that post I provided some historical data showing that the President doesn’t determine market [ … ]
Cullen Roche - 11/05/2020
A post-election autopsy of what just happened and whether it matters…. 1) What Happened to the “Blue Wave”? As of this morning it looks like the Republicans will retain the [ … ]
Cullen Roche - 10/28/2020
Here are some things I think I am thinking about:
Cullen Roche - 10/15/2020
Here are some things I think I am thinking about: 1) When the boom doesn’t cause the bust. The new Howard Marks missive is typically excellent. Howard cites something that [ … ]
Cullen Roche - 10/08/2020
This is one of those posts that is operational in nature, but will sound political to some people. Before you send me a mean email please try not to politicize [ … ]
Cullen Roche - 09/30/2020
Sorry for the recent radio silence. I’m trying to focus my energy on writing about the markets when it’s pertinent as opposed to just spewing a daily or weekly note [ … ]
Cullen Roche - 09/03/2020
If I had to summarize my view of the Efficient Market Hypothesis it would be this: Markets tend to be more inefficient in the short-term and more efficient in the [ … ]
Cullen Roche - 08/27/2020
Here are some things I think I am thinking about: 1) Lumber prices; 2) COVID outcomes; 3) The crazy stock market.
Recent forum posts
Essential Reading
Cullen Roche - 06/30/2020
I turn 40 years old today. Since I hate birthday presents I figured I’d pass along some of the presents people have taught me over the last 40 years. 1) [ … ]
Cullen Roche - 01/10/2015
One of the top ranked all-time papers on the SSRN databse – Understanding the Modern Monetary System.
Recent Media
