Emergencies May Cause Strange Market Behavior
2020 is certainly not shaping up to be the year I had hoped for. Like many, I was optimistic at the start. I underwent …
Read MoreCOVID-19 Catalyst For An Easy Game Against Passive Investing
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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 …
Read MoreCOVID-19 Is Not The Last War
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These are truly remarkable times in the investment markets. The speed, intensity, and ubiquity of this selloff brings just one word …
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Inflation Is Shortages And Thankfully Transitory
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I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
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