September 9, 2019
A man walks into a doctor with lettuce sticking out of his ear.
The doctor says, “I am afraid that is just the tip of the ice...
August 1, 2019
After rereading my original “Why Your Asset Allocation is Probably Wrong” piece two years later, I feel good about some thing...
July 2, 2019
“Honey, I have good news and bad news about the car.”
“Give me the good news first.”
“The airbags work.”
June was more like a t...
June 10, 2019
Does Opportunity Beckon?
Two economists are walking down the street. One spots a $100 bill on the ground.
"Hey," he says to his...
July 11, 2017
Every day the market seems to hit new highs, but the country is such a mess. How can this be?
I have been working on Wall Stre...
May 18, 2017
It’s 9:00 AM. The S&P 500 Futures are indicated as being down by 0.3% today. My mood quickly changes from upbeat to sour. I m...
April 17, 2017
He has reduced all the beauty of the world to a small pickled fish. -- Diane Keaton, complaining about her herring merchant h...
April 5, 2017
What’s an investor to do?
In his recent New York Times article “Caution Signals Are Blinking for the Trump Bull Market” (link...
March 28, 2017
CNBC recently published an article with a pithy headline - "Buffett slams Wall Street 'monkeys', says hedge funds, advisors h...
March 21, 2017
With the market at an all-time high, is now a good time for small-cap stocks?
On the one hand, large-cap stocks are up about 5...
August 2019 Update - The Recession Question and Conventional Wisdom
Why Your Asset Allocation is Probably Wrong Part II
June 2019 Update - The Bounce
May 2019 Update - Preserving Capital in Volatile Markets
Is The Market Crazy?
Why Your Asset Allocation is Probably Wrong
Is This The Dawn Of A New Age For Active Managers?
Love and Death In A Time Of Elevated Shiller P/E Ratios
Et Tu, Warren Buffett?
Is Now a Good Time for Small-Caps?
September 2019 (1)
August 2019 (1)
July 2019 (1)
June 2019 (1)
July 2017 (1)
May 2017 (1)
April 2017 (2)
March 2017 (3)
I'm busy working on my blog posts. Watch this space!