Something important is happening to corporations these days – they aren’t living as long as they used to. According to researchers at Dartmouth a public company listed before 1970 had [ … ]

Just a FYI here – I am speaking at this weekend’s EBI West conference organized by Ritholtz Wealth. This is one of the best investment conferences of the year. You [ … ]

Donald Trump made a big stink at the G-7 this past weekend because he refuses to understand the simple reality of the US trade situation and insists on promoting a [ … ]

Ever since the financial crisis there has been an onslaught of people who think we need to scrap the entire financial system and start over. The main source of angst [ … ]

Here are some things I think I am thinking about: 1) Hedge Funds aren’t stocks. Here’s a great piece by Cliff Asness on the improper comparison between stocks and hedge funds. [ … ]

Here are some things I think I am thinking about:

Sensible investing requires understanding to avoid overreaction. We are inherently afraid of things we don’t understand. Being in a foreign environment, for instance, is sometimes scary. Not because foreign environments [ … ]

Warren Buffett once said: “investing is simple, but not easy”. Given his love of cheeseburgers and Diet Coke and also being 87 years old, he might not agree with this [ … ]

Rates have inched up enough now that if you squint your eyes you can see the change on a 40 year chart. I say that partly in jest, but the [ … ]