“Behind the recent surge in retail investing is a younger, often new-to-investing, and aggressive cohort not afraid to employ leverage.” Deutsche Bank strategists Jim Reid…
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The New Age Investor
Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
read moreBeating the Bubble Horse
“I’m just waiting for the bubble to pop.” – Anonymous potential client Have you ever met the type that thinks everything is in a bubble?…
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Perspective on Rising Bond Yields
“Bonds are dead.” – Warren Buffett via CNBC The recent uptick in yields has the reignited the “bonds will get crushed” angry mob. We can…
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Bitcoin, What Of It?
“The root problem with conventional currency is all the trust that’s required to make it work. The central bank must be trusted not to debase…
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Investing at All-Time Highs
In the early years of the smartphone, it was quite common to carry a personal cell and a work cell. Eventually, we wised up at…
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Is Inflation Coming?
The health and wellness gurus will tell you that they meditate for two hours, exercise, and eat egg whites all before 6am. I check my…
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Is Your Portfolio Drunk or Sober?
“Take calculated risks. That is quite different from being rash.” – George S. Patton Let’s say I’m invited over to your house for dinner. We…
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The Blue Wave and Stock Returns
““We are beginning to see trends that people tend to fear what they are exposed to in the media. Many of the top 10 fears…
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Getting a Fat Pitch and Not Swinging
“Amateurs think the world should work the way they want it to. Professionals realize that they have to work with the world as they find…
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