Recession Signals that are Flashing Red

“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...

Cash is a Weapon

“Hold some cash in reserve to take advantage of future opportunities.”– Seth Klarman, author of Margin of Safety. An underrated joy of writing our blog…
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Loose Bubble Talk

“I’m hard-pressed to recall when any sort of bubble was accurately identified in real-time on the cover of a major media publication. If anything, the…
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Beware of the Lazy 60/40

“A traditional static indexing approach leaves an investor overweight the riskiest assets at the riskiest times and underweight those low risk assets when their returns…
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Unwinding a Variable Annuity

“Variable annuities are the cigarettes of the investment world, which has hidden its curse for decades.” – Ken Fisher, Fisher Investments. I keep a fluid…
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Turning Safe Into Risky

“The more expensive debt becomes, the less weak corporations will be able to maintain the illusion of health.” Trevor Noren, 13D Research There seems to…
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Less Obvious Mistakes

“Getting rich is one thing. Staying rich is quite another.” – Morgan Housel, The Collaborative Fund We are often asked a variation of “what are…
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Hedge Fund Hold Up

The return of market volatility has increased the interest in alternative asset classes. A quick rundown of Barron’s You Make the Call publication shows private…
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Sell in May and Go Away

They’ve done studies, you know. 60% of the time, it works every time.”– Brian Fantana, Anchorman: The Legend of Ron Burgundy. Profit seeking investors are…
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Portfolio Audit

We hunt the internet for the best value. We read online reviews before making a purchase decision. We compare the leading brand with a less…
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