Latest Posts
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 [ … ]
Cullen Roche - 04/19/2018
It’s February of 2016 and the stock market has rallied over 250% off the 2008 lows in an almost uninterrupted bull market. But some cracks appeared to be showing. China [ … ]
Cullen Roche - 04/18/2018
As indexing becomes more and more popular it is also coming under increasing fire. I’ve written a lot about some of the more common indexing myths, but I also wanted [ … ]
Cullen Roche - 04/12/2018
John Cochrane is upset that people didn’t like his article about how the US government is about to encounter a debt crisis. I love Cochrane’s finance work. But he seems [ … ]
Cullen Roche - 04/11/2018
One of the best parts about Twitter is that you can follow super smart people and just read their interactions. For instance, yesterday I was creeping on Jeremiah Lowin, Jake [ … ]
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 [ … ]
