Review: The Index Revolution

Once in a long while, you come across a research paper that fundamentally changes your thinking on a subject. Well, I had one of those moment years ago the first time I read Charles Ellis’ paper “The Loser’s Game.”

In […] Continue Reading…

And the title for funniest theme on the internet goes to… #trudeaueulogies

I usually steer clear of politics, keeping my beat to the economy and markets. But this is just too good to pass up. Canada’s prime minister Justin Trudeau offered a warm, heartfelt eulogy to the recently deceased Fidel Castro… […] Continue Reading…

Life’s Too Short to Fight in a Walmart Parking Lot at 3:00 in the Morning

I like saving money. A lot.

In fact, I’m a cheapskate and actually take pride in my stinginess.

But you won’t see me fighting the crowds on Black Friday. Not going to happen. Life is far too short to explore the […] Continue Reading…

Review: Quantitative Momentum

Portfolio manager and researcher Dr. Wesley Gray is at it again, looking for ways to build that proverbial better mousetrap. I reviewed Gray’s previous book, Quantitative Value, which he co-wrote with Tobias Carlisle, and found it to be “solid […] Continue Reading…

Rising Bond Yields Smash REITs. What Happens Next?

Photo credit: clement127

Real estate investment trusts have gotten absolutely crushed over the past three months and particularly since Donald Trump’s surprise victory in the 2016 presidential election. The perception is that Trump’s economic policy will […] Continue Reading…