A can't miss building in Philadelphia is a miss, recency bias makes us take too dim a view of bonds and the 4% is good enough for me.
Isaac Newton catches the investing euphoria of 1720 in ways we can relate to, the university endowment environment is still bewildering, and Cathie Wood of ARK investing gives us a positive light on…
Ponzi schemes seem to smell the same everywhere, a Pension may not be the worst thing in the world and chasing yield is trouble, so maybe synthetic yield is ok?
Mark Cuban and Peter Mallouk make a big time bet in 2021 that we follow up on, a private stock specialist misleads customers, and the Vanguard effect wins even when it loses.
I actually open Trump accounts and give you my experience, there is a sad tale of a Ponzi scheme in Georgia GOP country, and Jack Bogle gave a gift that keeps becoming more generous as the years go…
The Wall Street Journal outlines Leopold Aschenbrenners immense intellect, JP Morgan has a technical strategist that purports to know the future and the Client Corner comes with a great question.
We can't help but feel sorry for the difficult task of stock picking, Nike falls dramatically and we investigate the plumbing of indexing to see if it can pass a stress test.
An author knows index funds are better, but still goes on to recommend a bunch of active funds, we fall prey to hot shot managers that earn lots of money quickly, Polymarket tricks us and Gen Z loves…
We sort through the fallout of the hedge fund Situational Awareness, evaluate the promises we tell ourselves about dividend funds, and look to the difficulty of venture capital investing.
The hedge fund Situational Awareness is forced to sell its public holdings, the latest stock market data doesn't care about global turmoil and stock market increases can make us reckless.