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Apr 25, 2024
Inverse and leveraged ETFs and other complex products that have no role to play in a portfolio except to make short-term bets.
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Apr 19, 2024
It is time to talk about the Joneses and why we bother trying to impress with them.
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Apr 18, 2024
I am going to do something very dangerous today. I am going to touch on one of the most controversial topics in current politics. I am going to write about immigration.
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Apr 12, 2024
Unfortunately, modern day tax codes are so complicated that what is intended to be a broad-based tax cut can lead to an increase in the effective tax rate for most recipients.
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Apr 11, 2024
One of the more annoying type of people you have to deal with in wealth management (at least in my view) are the people who constantly worry about inflation.
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Apr 5, 2024
The ends don't justify the means.
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Apr 3, 2024
Deglobalization is all about buying votes.
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Mar 21, 2024
It is Fed Day (again) and the Fed will continue to monitor the path of inflation and set its interest rate target accordingly. One thing the Fed is not going to do is listen to...
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Mar 20, 2024
Persistence of performance is better than just price momentum.
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Mar 18, 2024
Last year, one part of my series against Cassandras focused on the fear of excessive government debt in the US and other countries. I explained why current debt levels will not lead...
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Feb 26, 2024
Better pensions systems?
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Feb 21, 2024
Corporate governance improves valuations.
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Feb 16, 2024
There are so many economic indicators around these days, that it can be overwhelming for non-specialists to know which ones matter.
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Feb 13, 2024
The best fund managers come from other fields.
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Feb 9, 2024
There is a lot of truth in the saying ‘if the US sneezes, the rest of the world catches a cold’. Today, with the Chinese economy roughly at par with the US in terms of...
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Feb 7, 2024
Systematic factors have multiplied like rabbits since the 1990s and many of these factors are redundant or not simply a result of data snooping.
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Feb 1, 2024
Why is 2% the Fed's target?
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Jan 31, 2024
If you are well connected, you may get valuable insights into stocks or markets that may provide you with an information edge. So, the most connected investors should do better than...
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Jan 9, 2024
Why do people cling to stupid beliefs?
Apr 25, 2024Inverse and leveraged ETFs and other complex products that have no role to play in a portfolio except to make short-term bets. 
Apr 19, 2024It is time to talk about the Joneses and why we bother trying to impress with them. 
Apr 18, 2024I am going to do something very dangerous today. I am going to touch on one of the most controversial topics in current politics. I am going to write about immigration. 
Apr 12, 2024Unfortunately, modern day tax codes are so complicated that what is intended to be a broad-based tax cut can lead to an increase in the effective tax rate for most recipients. 
Apr 11, 2024One of the more annoying type of people you have to deal with in wealth management (at least in my view) are the people who constantly worry about inflation. 
Apr 5, 2024The ends don't justify the means.
Apr 3, 2024Deglobalization is all about buying votes.
Mar 21, 2024It is Fed Day (again) and the Fed will continue to monitor the path of inflation and set its interest rate target accordingly. One thing the Fed is not going to do is listen to...
Mar 20, 2024Persistence of performance is better than just price momentum.
Mar 18, 2024Last year, one part of my series against Cassandras focused on the fear of excessive government debt in the US and other countries. I explained why current debt levels will not lead...
Feb 26, 2024Better pensions systems?
Feb 21, 2024Corporate governance improves valuations. 
Feb 16, 2024There are so many economic indicators around these days, that it can be overwhelming for non-specialists to know which ones matter. 
Feb 13, 2024The best fund managers come from other fields.
Feb 9, 2024There is a lot of truth in the saying ‘if the US sneezes, the rest of the world catches a cold’. Today, with the Chinese economy roughly at par with the US in terms of...
Feb 7, 2024Systematic factors have multiplied like rabbits since the 1990s and many of these factors are redundant or not simply a result of data snooping. 
Feb 1, 2024Why is 2% the Fed's target?
Jan 31, 2024If you are well connected, you may get valuable insights into stocks or markets that may provide you with an information edge. So, the most connected investors should do better than...
Jan 9, 2024Why do people cling to stupid beliefs?