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Cullen Roche - 05/18/2019
Here are some things I think I am thinking about on this beautiful Saturday morning….
Cullen Roche - 05/08/2019
I really enjoyed this segment on CNBC about capitalism and socialism. In this short clip Warren Buffett, Charlie Munger and Bill Gates discuss the nuance of their view and many [ … ]
Cullen Roche - 05/03/2019
It’s almost Cinco de Drinko weekend so hang in there for a few more hours. Or, if you’re reading this on Sunday, salud! In the meantime, here are three things [ … ]
Cullen Roche - 05/02/2019
So, Stephen Moore is no longer being considered for the Fed. As I explained in detail this is a good thing. Moore was nowhere near qualified and had a long [ … ]
Cullen Roche - 04/29/2019
Financial advisory fees are a huge controversy at present. After all, there is significant evidence that paying higher fees for asset management services is detrimental to your portfolio. And while [ … ]
Cullen Roche - 04/24/2019
Deutsche Bank put out an imprecise piece of research saying that higher debt levels mean higher government interest payments. This isn’t really true because the government can technically set its [ … ]
Cullen Roche - 04/23/2019
Someone emailed me with a very good question yesterday: “Did we really go through a once-in-a-lifetime Great Recession in 2008, or is the global economy overleveraged to an even greater [ … ]
Cullen Roche - 04/17/2019
The main goal of this website over the years has been to search for an operationally sound and empirically supported perspective of how the monetary system works. I’ve debunked tons [ … ]
Cullen Roche - 04/14/2019
Everyone deserves second chances in life. And everyone is a work in progress. Those are the big lessons for me after watching Tiger Woods win The Masters today. It took [ … ]
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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 [ … ]
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