Latest Posts
Cullen Roche - 07/01/2022
* This is a bit off topic, but as a casual golfer/watcher and economic nerd I think it’s an interesting topic. The creation of the LIV Golf tour has shaken [ … ]
Cullen Roche - 06/30/2022
Here are some things I think I am thinking about: 1) Inflation has peaked. Back in January I said inflation had peaked. This morning’s Core PCE data seals the deal [ … ]
Cullen Roche - 06/27/2022
Here are some things I think I am thinking about: 1) Who Owns the Fed’s Losses? Here’s an interesting article about the Fed’s losses. Since they started raising rates late [ … ]
Cullen Roche - 06/17/2022
As a general rule I like simple indexing strategies like a 60/40 stock/bond portfolio, for the right person. It’s perfectly consistent with what I would call a “discipline based investing” [ … ]
Cullen Roche - 06/15/2022
Earlier this year I said the Fed was on the verge of a policy mistake. My basic thinking on this was as follows: Excesses in the financial markets and economy [ … ]
Cullen Roche - 06/10/2022
Another hot inflation reading this morning with CPI coming in at 6% on the headline. The good news (if there is any) is that it does look like year over [ … ]
Cullen Roche - 06/08/2022
Here are some things I think I am thinking about: 1) The US Government Still isn’t Bankrupt. Kim Dot Com, a New Zealand based technologist wrote a viral thread on [ … ]
Cullen Roche - 06/02/2022
Here’s a special Myth Busting edition of Three Minute Money. In this video I cover the topic of reserve currencies and whether the US Dollar is losing its status as [ … ]
Cullen Roche - 05/25/2022
New video out today! In this video we cover the basics of banking and inside money. We describe how banks work and how they make loans which create deposits. We [ … ]
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 [ … ]