(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 [ … ]

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 [ … ]

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 [ … ]

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. [ … ]

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 [ … ]

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 [ … ]

All the best stuff in life takes time – love, friendship, wealth, etc. We want all of these things to happen immediately, but the reality is that they all take [ … ]

Warning – this is going to piss half of you off and make the other half think I am a Trumper. Sorry to disappoint all of you in advance. There’s [ … ]