How Investment Advisors Invest Their Money
How Investment Advisors Invest Their Money “What you do speaks so loudly, I can’t hear what you’re...
What Portfolio Changes Should You Make Post-Election?
Short answer? None. Longer answer: “For the most part, none of this is something that people should use as a basis for...
Global Stock Markets = $95 Trillion
Source: Torsten Slok, Apollo Global Management Imagine it is January 1, 2020, and you awoke from the most vivid, prescient...
Cars are for Driving, Sneakers are for Wearing
I am hosting a few panels today at the Spark Disruptors Conference. We already did Politics & Markets panel (with George Will...
Spark Disruptors Conference
My friend Jim Wiandt – ex-pat living in Spain, early ETF creator/investor, and all around bon vivant, is hosting a...
Choose Your Market Narrative
I have on occasion mentioned our tendency to combine hindsight bias and narrative fallacy in a way that is dangerous...
Economics & Politics as a Lens on Markets
It’s that time in the electoral calendar cycle where the media turns aggressively towards the economic and political news as...
The Rush Into SPACs
Barry Ritholtz, founder of Ritholtz Wealth Management and a Bloomberg Opinion columnist, says there’s no reason rush out and invest...
Are Corporations Scamming Their Shareholders?
How Corporations Scam Their Shareholders and Screw Over Workers C-suite executives use share buybacks to manipulate stock prices for...
The Timing Mistake: Thoughts & Pushback
Source: Carl Richards, Behavior Gap Yesterday’s column, not surprisingly generated email from investors who disagreed...