Latest Posts
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:
Cullen Roche - 04/30/2018
Here are some things I think I am thinking about:
Cullen Roche - 04/24/2018
Well, we’ve been here before. In 2006 house prices were booming, stock prices were surging and the Fed was raising rates aggressively trying to get ahead of what looked like [ … ]
Cullen Roche - 04/20/2018
One of the more common responses to the fact that inflation is low is the idea that the inflation is all in asset prices. So, for instance, if someone were [ … ]
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 [ … ]
