Alright, nerds. It’s time to put on our thinking caps and fill up our pocket protectors. We’re gonna talk about inverted yield curves. First things first – What is an [ … ]

Here are some things I think I am thinking about. 

I’ve previously written about how I like to think of stocks as bonds. Of course, I know this is a bit of overreach, but it’s a useful exercise when putting [ … ]

It’s almost the weekend, folks. Hang in there a few more hours. In the meantime, here are some things I think I am thinking about: 1) The Fed did whaaaat? [ … ]

Here are some things I think I am thinking about: 1) Q2 GDP – more of the same. Second quarter GDP came in at 2.1%. Pretty weak. But more of [ … ]

Hooray! We did it folks. We raised the debt ceiling again and averted a self imposed default on US government debt. And to celebrate this joyous occasion I wanted 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? [ … ]