A guest on CNBC’s Power Lunch today (09/18/2018) argued that this phase of the bull market is different than similar…
Finance
Safety Trade is Getting Dangerous
The Russell 2000 small-cap index is up nearly 11% so far this year, while the venerable old S&P 500 is…
Why AI Won’t Take Over the World (yet)
As it currently stands, research into artificial intelligence (AI) is focused on getting computers to think like people. We’ve made…
Factor Investing vs. Themes: False Dichotomy?
In most treatments of stock selection, thematic investing (in the selection of individual securities) is often contrasted with factor investing. The…
Cracks in the Euphoria: A Market Downturn is Coming
Market gains this year have been led by a small handful of high-profile stocks. These high fliers include the infamous…
Never Forget That Markets are Cyclical
If you’ve never seriously considered the idea of market cyclicality, you need to read Market Cycles: The Key to Maximum…
Give Me Prime or Give Me Death
In a recent article entitled “Why your Amazon Prime membership may not be worth the price,” Jeniece Pettitt considered what…
Opinion: Capitalism and Socialism Don’t Mix
Capitalism and free markets work just like your economics professor described unless you go and try to improve things. Free…
Index Investing With SPDRs in Volatile Markets
Many financial experts and Titans alike recommend index investing as a strategy that will get the average investor what John…
Mr. Dalio’s Final Thoughts on the Economic Machine
In this final post concerning Mr. Dalio’s fabulous little video How The Economic Machine Works, we will follow along with…