I just got back from the Evidence Based Investing conference hosted by Ritholtz Wealth and IMN in beautiful Dana Point, California. One of the persistent themes at the event was [ … ]
Category: Most Recent Stories
5 Questions and Answers on “Passive” Investing, Part Deux
Here’s part two of the Q&A on passive investing. If you haven’t read part 1 it will be helpful to do that first since I laid out the necessary definitions [ … ]
5 Questions and Answers on “Passive” Investing
If you have read my 2012 essay on “The Myth of Passive Investing” then you probably don’t need or want to read what’s below. If there’s a consistent theme on [ … ]
Trump’s Fascinating Economic Experiment (That Might Just Be Working)
Warning – I am going to get a little bit political here so try not get your panties in a bunch over these comments. I am trying to be objective [ … ]
The Fall of GE and the Rise of Indexing
Something important is happening to corporations these days – they aren’t living as long as they used to. According to researchers at Dartmouth a public company listed before 1970 had [ … ]
EBI West Conference!
Just a FYI here – I am speaking at this weekend’s EBI West conference organized by Ritholtz Wealth. This is one of the best investment conferences of the year. You [ … ]
Tariffs Won’t Make America Great Again
Donald Trump made a big stink at the G-7 this past weekend because he refuses to understand the simple reality of the US trade situation and insists on promoting a [ … ]
The Vollgeld Proposal is Bad. Very Bad.
Ever since the financial crisis there has been an onslaught of people who think we need to scrap the entire financial system and start over. The main source of angst [ … ]
Three Things I Think I Think – Hedgies, Experience & Trump (Again)
Here are some things I think I am thinking about: 1) Hedge Funds aren’t stocks. Here’s a great piece by Cliff Asness on the improper comparison between stocks and hedge funds. [ … ]