A chapter about the stock market from my latest book.
Search Results for: "benchmark"
Everything You Need to Know About Retirement
A deep dive on saving, investing and preparing for retirement.
How Are Institutional Investors Ever Going to Hit Their Return Targets?
A short history of institutional investor asset allocations.
Animal Spirits: Democracy Has Failed
Michael and Ben discuss the quick correction in tech stocks, Softbank buying call options on tech stocks & more.
The New Fed Mandate: Full Employment & Asset Bubbles?
As recently as the 1990s, investors were forced to guess what the Federal Reserve was going to do next based on the width of Alan Greenspan’s briefcase.1 Communication from the Fed is still relatively new, maybe two decades old. The 2008 crisis brought the Fed into the information age as Bernanke and company upped their…
Investment Policy for Institutional Investors
Charley Ellis once said, “Investment policy does not enjoy much popularity. Almost everyone agrees that it is a “good” thing, but almost no one does anything about it.” I’ve had conversations with a number of institutional investors over the past few months because a crisis is typically the time organizations either (a) realize they don’t…
5 Thoughts on a World with No Yield
Investing in a world with no yield on safe assets.
Why Are Credit Card Interest Rates So High?
The biggest reason for double-digit interest rates on credit cards.
Occam’s Razor on Interest Rates and the Stock Market
How low interest rates are impacting the markets in counterintuitive ways.
Talk Your Book: How to Create Income in Your Portfolio
Today’s Animal Spirits: Talk Your Book is presented by the Covered Bridge Fund: We discuss: What are covered calls? Why it’s sot hard to find an investment strategy that sits between stocks and bonds Pros and cons of a covered call strategy The different types of options income strategies How to benchmark alternative strategies What…
