Tag: passive investing

Saving Speculation To Improve Investment Returns

Image by Manuel from Pixabay Speculation’s a dirty word for investors. It conjures images of reckless, degenerate gamblers, thoughtlessly buying and selling securities on whims and tips, hoping to strike it big; and fast. Contrast this to investing. Investing is perceived as thoughtful, careful, patient, and productive. Despite the resemblance to speculation, investors play mental..

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How I Process Ideas Into Investments

Image by MustangJoe from Pixabay Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task. I’ve used this blog as a tool for exploring some of these connections. It’s been incredibly rewarding. Not only has..

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Back To The Future With Private Investments

Image source Universal Studios via Wikipedia I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets are a tremendous boon to humanity. However, intrusive central bank and government policies seem to increasingly strangle the golden geese of capitalism and free..

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“Burn It Down” Nihilism Is Harmful Too

Image by Omni Matryx from Pixabay These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for the best. I see a culture that is leading itself away from prosperity and towards the abyss, and I’m helpless to stop it. My emotions run..

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COVID-19 Catalyst For An Easy Game Against Passive Investing

Image by Free-Photos from Pixabay Passive investing has eaten active management’s lunch for decades. Its market share has grown steadily, capturing disproportionate amounts of inflows and allocation changes. Backed by scores of academic research, passive investing is pitched as a way to earn market returns with drastically lower fees. Why pay up for active managers..

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Podcast Interview With Lance Roberts

Image by Rui Russo from Pixabay I rejoined Lance Roberts on the Real Investment Show. We had a wide-ranging conversation exploring how fear may be impacting investment markets. It was originally recorded on December 17, 2019. You can watch our conversation below, on YouTube here, or listen to the audio here. If you enjoyed this..

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Why Are We So Scared

Image by OpenClipart-Vectors from Pixabay I always find this time of year to be self-reflective. Year-end provides a natural point for critiquing past performance and fitting it into a broader investing context. These holidays in particular have a way of foisting this perspective upon me, and with deep meaning. As a parent of two young..

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Passive & Private Market Force, Ecology & Evolution

Source: Wikipedia. Engraving depicting the Amsterdam Stock Exchange, built by Hendrik de Keyser c. 1612 by Claes Jansz. Visscher   Central bankers catch a lot of flak these days. To be sure, much of it is deserved in my opinion. However, there are two dominant trends in the market place – increasing allocations towards passive..

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