The idea of “Markets as Machines” is outdated and belied by actual events. “Markets as Gardens” is a more...
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1. We all want to be listened to. Everybody’s got a story, everybody wants to tell it, but too few people have the patience to...
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Here is a sentence I never thought I’d write: Art Laffer is right. I refer specifically to tax incentives. Laffer was recently...
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Last year, we held the first Evidence-Based Investing Conference. We had been running the Big Picture conference since the financial...
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Finally! A decent Dalio interview: Ray Dalio, the billionaire founder of the Bridgewater investment firm, has more than a few...
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Thou Shalt Not Buy Biblically Responsible ETFs Separate your politics from your portfolio. Bloomberg, March 2, 2017 ...
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Wherein I return from a relaxing vacation to learn I am a muse to POTUS advisor Steve Bannon: Normally, coming back from vacation, it...
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2008: Hat tip Michael Batnick
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Last week, Jason Trennert, chief investment strategist at Strategas Research Partners, noted on Bloomberg Daybreak how remarkable it was...
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Bridgewater’s Ray Dalio has been pushing back against the media portrayal of his firm; the latest is a skirmish caused by a recent...
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