Saving Speculation To Improve Investment Returns
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 …
Read MoreHow I Process Ideas Into Investments
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Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. …
Read More“Burn It Down” Nihilism Is Harmful Too
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These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for …
Read MorePodcast Interview With Dan Proft
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I recently joined Dan Proft on The Dan Proft Show for a short interview to discuss my article COVID-19 Catalyst For …
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 MorePodcast Interview With Lance Roberts
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I rejoined Lance Roberts on the Real Investment Show. We had a wide-ranging conversation exploring how fear may be impacting …
Read MoreWhy Are We So Scared
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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 …
Read MorePassive & 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, …
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 …
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