Latest Posts
Cullen Roche - 02/08/2019
Update – Apparently the FAQ mentioned in this piece was said to be “Conservative propaganda” before later being correctly referred to as a mistake by the AOC camp. This does [ … ]
Cullen Roche - 02/06/2019
(I did a quick hit on Bloomberg TV yesterday discussing buybacks, but I wanted to dive in in a bit more detail. You can see my brief comments here at [ … ]
Cullen Roche - 02/05/2019
One of my favorite things to think about in investing is the theoretical investor who slept through 1987. We all know about “Black Monday”, the crash of 1987, when stocks [ … ]
Cullen Roche - 01/31/2019
Modern Monetary Theory (MMT) is in the news a lot lately. And that has resulted in a number of “critiques”. Most of these critiques are, to be blunt, trash. You [ … ]
Cullen Roche - 01/26/2019
Sometimes it feels like our world is becoming more closed off despite the fact that we’re more interconnected than we’ve ever been. This interconnectedness is new and scary in ways. [ … ]
Cullen Roche - 01/18/2019
Jack Bogle is gone, but his impact will last forever. That’s certainly true for me. No single person had a bigger impact on my firm and career direction than Bogle [ … ]
Cullen Roche - 01/16/2019
Alexandria Ocasio-Cortez (AOC)…wow, like a whirlwind, she went from virtual nobody to Congressional sensation. These days it’s almost impossible to avoid hearing about her. Rightfully so, her story is a [ … ]
Cullen Roche - 01/10/2019
Back in 2010 I came across Modern Monetary Theory (MMT) for the first time and found it somewhat appealing. This is the theory that Alexandria Ocasio-Cortez promoted along the way [ … ]
Cullen Roche - 01/02/2019
Well, I thought that 2018 had to be peak stupidity for humanity, but we are not off to a good start in 2019. I opened the Wall Street Journal this [ … ]
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 [ … ]
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