Hard to Be Long-Term Bearish on U.S.
We were going to discuss Inflation, but in honor of Tom Keene’s vacation we flipped the script last minute. This is a...
Not the Same Internet as the Dotcom Bubble
Wall Street Hype Has Evolved Since the Dot-Com Era Similarities are everywhere, but investors need to understand five key...
BBRG: Wall Street Hype Has Evolved Since the Dot-Com Era
Wall Street Hype Has Evolved Since the Dot-Com Era Similarities are everywhere, but investors need to understand five key...
Why Peter Lynch Was Unique
After my interview with Peter Lynch last week, I jotted down some of my favorite highlights from our conversation. I argued that Fidelity...
Peter Lynch is the GOAT
To hear an audio spoken word version of this post, click here. Who is the GOAT? What investor is your pick...
MiB: Jean Hynes, Wellington Management’s (incoming) CEO
This week, we speak with Jean Hynes, incoming CEO of Wellington Management. The firm has over $1 trillion...
MIT Sloan Investment Conference 2021
I’m super excited to be a part of the 16th Annual MIT Sloan Investment Conference, held virtually today (February...
What Sources Drive Investment Decisions?
Top Sources Americans Use to Make Investment Decisions (2001-2019) Source: Visual Capitalist Nice visualization (based on a...
Managing Your Investments Late in the Cycle
Source: Fidelity How to Manage Your Investments Late in a Cycle Nobody knows for sure whether equities will keep rising or for how...
Counter Party Risk
Counter party risk is something most people don’t really think about. Before we get into it, perhaps we should...