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, [ … ]
Category: Most Recent Stories
Will Active ETFs Save Active Management?
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 [ … ]
Is Value Investing Dead?
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? [ … ]
Four Fings I Fink I Fink
It’s the 4th of July so here’s an extra special three things…
The Longest Recovery Ever – Does it Matter?
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 [ … ]
My View On: Student Debt Forgiveness
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 [ … ]
Three Things I Think I Think – Libra Edition
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 [ … ]
Three Things I Think I Think – Soccer Edition
“Woohoo, the Three Things we’ve all been waiting for – the soccer edition.” – Said no one ever. 1) Women’s Soccer and equal pay. The US Women’s National Team has [ … ]
Three Charts I Think I’m Thinking About
Here are some pretty pictures I think I am thinking about: 1. The USA is bankrupt, part 3,478. It’s been at least 1 or 2 blog posts since I talked [ … ]