Recent Posts
Tax loss harvesting is something I tend to think about after a strong year of equity returns. I find myself asking if I should reduce risk in some names or …
“Past performance is not indicative of future results” you say as you read this post. But it can be a tool for analyzing what asset allocation performed the best. The …
No surprises here, when volatility reared its head throughout 2018, the “safety” classes outperformed risk. That should make intuitive sense, especially when considering the S&P500s 18.7% return in 2017 (and …
As I write this, the yield curve is about to be inverted. I was taken aback today when I saw that 3-month LIBOR is now sitting at 2.6%. As a …
I thought I would run through a little portfolio theory for today’s post. I want to answer whether it still makes sense to invest in bonds (and perhaps even Gold). …
Do you know what the best stock of all time is? You may be surprised to hear its a business in a secularly declining industry. It’s Altria – the tobacco …
After reading Principles, by Ray Dalio, this past winter (which I highly recommend as it gave me many, many things to think about) I have been reconsidering my position on …
Consumer staple stocks had a great run following the Great Recession. It makes some intuitive sense. Bond yields were forced to at or near zero, which meant investors had to …
I think when most people begin to invest in stocks, they buy companies that make a product that they really like or that they think will be beneficiaries of major …