“The higher returns to quantitative investing accrue from the abnormally bad behavior of humans at times of crisis.” – Dan Rasmussen, author of The Humble…
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Tariff Talk: Client Q&A on Market Impact and Economic Risks
Tis the Season for Wall Street Forecasting IX
“We consistently err in relying on bad forecasts to make judgements about the future, with the biggest error being our belief we could make accurate forecasts to begin with.” – Dan Rasmussen, author of The Humble Investor Christmas music, Amazon...
read moreWhy This Correction Hits Harder
“In investing and life, you will make better decisions if you assume you are wrong and try your best to prove it by finding the…
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Global Markets are Telling a Different Tariff Story
“Tariffs are a tax on business that get eaten by the consumer.” – Cullen Roche, Pragmatic Capitalism We won’t pretend the headline risk of tariff…
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Fully Invested, Light on Cash
“My most important discovery—a finding that changed the course of my career—is that the future is far less predictable than most investors think. The best…
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Err on the Side
“Most people make their investment decisions on the basis of an unreliable hodgepodge of half-baked logic, biases, hunches, emotion, and vague fantasies or fears about…
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No One Learns Anything in a Bull Market
“Mistakes present a choice: whether to update your ideas, or ignore the failures they’ve produced and keep believing what you’ve always believed.” – Shane Parrish,…
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Will Outsized U.S. Stock Returns Continue?
“When something is on the pedestal of popularity, the risk of a decline is high. When people assume — and price in — an expectation…
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Tis the Season for Wall Street Forecasting VIII
“A decade ago, I made a goal to read more history and fewer forecasts. It was one of the most enlightening changes of my life.”…
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Reckless Government Spending: How it Could Impact Your Investments
“We are going to be broke really quickly unless we get serious about dealing with our spending issues.” – Paul Tudor Jones, hedge fund manager…
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