I have an evening routine of perusing Twitter for market research nuggets. I email myself interesting articles to read the following morning. I’m not looking…
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What Happens After a +25% Year?
The Retirement Mindset
“When people are successful, it usually brings in hubris, overexpansion, a belief that we can’t miss, which is very dangerous.” – Howard Marks, Oaktree Capital The mindset for building wealth is a close cousin to the mindset that destroys wealth....
read moreWhat’s All This Volatility Talk?
“When you compare the fundamental risks that we see all around the globe with the lack of volatility in our securities markets, it’s profoundly troubling.”…
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Following the Herd: Short-Term Bonds
The current tightening cycle has so far been reminiscent of its mid-2000s counterpart. At the time, Federal Reserve Chair Alan Greenspan had characterized the fall…
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Tis the Season for Wall Street Forecasting
“It’s not easy to be as bad as they are. They are much worse than random chance alone would predict.” Salil Mehta, Statistical Ideas The annual…
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Delusional Return Expectations
“Returns expectations are simply too high. It means that many will face a shortfall when they come to realize their investments in the future as…
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Signs of a Market Top? Valuation
We continue our series featuring data from VR Research on “characteristics of a market top.” The summary is broken down by corporate, valuation, economic, market,…
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Meet the Story-Based Advisor
We recently stumbled across a tongue and cheek article that decoded real estate agent listing language. For example, describing a property as “cozy” within a…
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Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
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Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
Read More