The Geopolitical Hedge Investors Overlook: Rare Earths
When China restricted exports of gallium and germanium in 2023, markets were…
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and…
Beyond the Marketing Pitch: Understanding Hedge Fund Risks and Returns
Hedge funds are often marketed as high-return, low-correlation investments that can provide…
Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?
. We own real assets for their diversification benefits generally, and for…
Beyond the Hype: Do Hedge Funds Deliver Value?
Hedge funds promise sophisticated strategies and the potential for market-beating returns, but…
“Round-Tripping” Stocks and the Absurdity of Hedge Fund Fees
Hedge fund performance fees, I believe, are a rip-off for clients. Few…
Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?
Crypto enthusiasts often claim that digital coins and tokens are uncorrelated with…
