Bitcoin Dips Under $114.5K While Gold, Stocks Head Higher
Key points:Bitcoin diverges from stocks and gold to see daily losses of…
Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks
Asset owners have dramatically increased their allocations to private markets over the…
When Tariffs Hit: Stocks, Bonds, and Volatility
It’s been only a little more than a month since the US…
Book Review: The Little Book of Picking Top Stocks
The Little Book of Picking Top Stocks: How to Spot the Hidden…
Shorting Lousy Stocks = Lousy Returns?
Introduction Playing the stock market should be easy: When the economy is…
Growth, Value, and Skewness: Are Growth Stocks a Lottery-Like Bet?
Skewness in asset returns is a perplexing phenomenon and evokes different behavior…
“Round-Tripping” Stocks and the Absurdity of Hedge Fund Fees
Hedge fund performance fees, I believe, are a rip-off for clients. Few…
