Latest Posts
Cullen Roche - 09/17/2021
Lots of bad potential legal proposals this week. Let’s think about thinking about this stuff. 1) Let’s tax buybacks! Here’s a proposal to tax stock buybacks. There has been a [ … ]
Cullen Roche - 09/15/2021
Here are some things I think I think. 1) Big Things Brewing. I have some HUGE personal/business news coming down the pipe next week. Tune in next Tuesday for more. [ … ]
Cullen Roche - 09/09/2021
Ken Rogoff took to the WSJ yesterday to explain why the infamous Dow 36,000 prediction wasn’t wrong. He writes: Their simple policy advice: Buy a diversified portfolio of stocks, and [ … ]
Cullen Roche - 09/08/2021
It’s all anyone can talk about these days so I guess it’s all I can think about….crypto, crypto, crypto.¹ 1) El Salvador and Bitcoin. El Salvador officially adopted Bitcoin as [ … ]
Cullen Roche - 08/31/2021
Here are some things I think I am thinking about:
Cullen Roche - 08/25/2021
Here are some things I think I am thinking about. 1) I see dead people. I mean, dead mutual funds. Back in 2012 I wrote an article about how horrible [ … ]
Cullen Roche - 08/24/2021
The rapid rise in house prices has stirred up the old debate debate about how the BLS calculates housing’s contribution to the CPI. This is no small debate since the [ … ]
Cullen Roche - 08/21/2021
Here are some things I think I am thinking about: 1) Weimar Inflation! I was back home last week to see my family in DC and boy was that nice. [ … ]
Cullen Roche - 08/16/2021
I joined The Investor’s Podcast for a special Masterclass in Inflation. I hope you enjoy.
Essential Reading
Cullen Roche - 03/03/2016
My newest research paper, Understanding Modern Portfolio Construction, is available on SSRN. This paper is the culmination of years of work and I consider it to be the most important [ … ]
Cullen Roche - 03/28/2013
The following ten posts include some of the biggest myths in the investing world. I hope you find them educational and informative. If you finish this and feel ultra nerdy [ … ]
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