Economy: Hot Enough for Stocks, Cool Enough for Bonds?
My hit today with Pimm Foxx and Betty Liu: Source: Bloomberg May 15, 2015, 12:30 PM EDT
RWM Coming to San Francisco and Silicon Valley in May!
The week of May 4-8th, we will be in San Francisco and Silicon Valley meeting with clients, presenting to a few tech firms, and...
No, EVERYTHING Is NOT A Forecast
You’re Smart, But You Can’t Forecast The idea that every investment decision reflects a forecast about the future is flawed....
The Amazing Disconnect Between Hedge Fund Performance & AUM
Earlier this week, Greg Zuckerman of the Wall Street Journal pointed out one of the great mysteries of today’s investment...
John Bogle’s Investing Genius Needs An Update
Breaking With Bogle John Bogle’s investing philosophy needs some updating to reflect new findings. Bloomberg, January 30, 2015...
Asset Class Returns vs. “The Average Investor”
This chart tells us three things: 1) People are obviously doing something wrong very wrong with their investment dollars; 2) Attempts at...
“I come not to praise forecasters but to bury them.”
> My Sunday Washington Post Business Section column is out. This morning, we look at why It’s time to market forecasters to...
Last Slot Left for Seattle
Wow, that was quick! We have one or two slots left to meet with folks in Seattle during the week of January 20th (I am coming into town...
Coming to Seattle !
The week of January 20th, I will be in Seattle to interview Howard Marks at the CFA dinner. I will also be visiting a few clients...