I write this post with some hesitancy because I suspect that it is going to annoy lots of people. This annoys me because the goal of this post is to [ … ]

Here was another fun question this week from Tadas at Abnormal Returns: Question: What have you learned in the past year (or so) that genuinely surprised you? Or said another way, [ … ]

Here’s Tadas again with a good question for a bunch of influential financial thinkers, and also me: Question: Traditional active management is dying a slow, painful death. Is the introduction of [ … ]

There’s been a lot of chatter in recent years about the underperformance of value vs growth. This has led some people to declare that value is dead. But is it? [ … ]

It’s the 4th of July so here’s an extra special three things…

In finance and economics we tend to use oversimplified terms like “money” and “bonds” when the reality is that it’s important to be more nuanced in understanding these terms. That’s [ … ]

Today officially marks the longest recovery in US economic history. At 121 months the 2008-2019 expansion officially overtakes the 1991-2001 expansion. Here’s an overview of the post-war economic expansions: The [ … ]

Bernie Sanders and Elizabeth Warren have proposed forgiving all student debt. Naturally, this is somewhat popular and garnering a lot of attention because free stuff is fun and having the [ … ]

I’ve been doing investment management long enough that it’s only logical that I begin to transition into horoscopes and fortune telling so here we go. Just kidding of course. Libra [ … ]