We started every day the same. Our team of “financial planners” gathered in a vast conference room with a sprawling white board at the front….
Read More
What I’ve Learned Over My 15 Year Career
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...
read moreBBB Rated Movie
“U.S. corporate debt has climbed to roughly 46% of gross domestic product, the highest on record” – Rachel Louise Ensign, Wall Street Journal We wrote…
Read More
How to Punt Stacks of Cash to Uncle Sam
“The collection of taxes which are not absolutely required, which do not beyond reasonable doubt contribute to the public welfare, is only a species of…
Read More
Let’s Talk Stock Buybacks
“I never allow myself to have an opinion on anything that I don’t know the other side’s argument better than they do.” – Charlie Munger…
Read More
Trend is Your Friend, An Alternative to Buy & Hold
“We’ve extended the analysis to every asset class where we could get our hands on the numbers and investigated the results. Same conclusion: trend-following minimizes…
Read More
Mutual Fund Owners, Check Your 1099s
“It’s really hard to make an argument for mutual funds in a taxable investment account.” – Meb Faber, Cambria Funds It’s easy to rail against…
Read More
Weirdness without Parallel
One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” –…
Read More
The Best of Bogle
“I will create value for society, rather than extract it.” John C. Bogle, Founder of The Vanguard Group On April 13, 2004 John C. Bogle,…
Read More
The Most Dangerous Thing II
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Jason Zweig, Author & WSJ Contributor. Back in…
Read More