“Diversification means always have to say you’re sorry.” – Brian Portnoy, founder of Shaping Wealth “Why do we own these bond ETFs? They haven’t done…
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The Why in Diversify
The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous wreck. It seems every time she invests money in the stock market it crashes. The...
read moreTis the Season for Wall Street Forecasting Pt. VII
“The need for certainty is the greatest disease the mind faces.” – Morgan Housel, from his new book, “Same as Ever.” The holiday season is…
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This is Why We Invest: Long-Term View on Markets
“Pessimists sound smart. Optimists make money.” It’s easy to get sucked into what could go wrong. In the digital age, if something is awry in…
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Latte with Nik: If I Didn’t See It, I Wouldn’t Believe It
“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” – Seth Klarman, hedge…
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Wall Street is Bearish: That’s a Good Thing
“The best way to tell when a trend is going to reverse is when it fills up with a-holes.” – Jared Dillion, author It’s a…
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The Fed Could be in the Bottom of the 9th
“We believe we are in a new era for fixed income in which bonds offer significantly more value.” – Vanguard on the attractiveness of fixed…
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The Investor Mindset: Fixed vs. Growth
“Self-control is a key to investing success, but so is fending off self-delusion.” – Jason Zweig, Wall Street Journal & financial author I tend to…
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When Safe Assets Become Risky
“There is no such thing as a riskless hedge against inflation.” – Edgar Fiedler, economist and former U.S. Assistant Secretary of the Treasury for Economic…
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Starting Yield and Future Bond Returns
“Remember how excited people were about bonds when rates were under 1%? You see how bearish people are about bonds today, with yields at 4.5?”…
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