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…
Search Results for: "benchmark"
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…
Simple vs. Complex, 2019 Edition
Charley Ellis is one of my favorite communicators in the investment world. His career has intersected with a number of different investment organizations which gives him a unique perspective on how things typically work. His book Winning the Loser’s Game is an all-timer investment book and his approach to minimizing mistakes resonated with me immediately upon…
The 2010s Market Decade in Review
What happened in the 2010s in the markets.
Peter Lynch: The Barry Sanders of Investing
One Up on Wall Street is one of the first 5 or 6 investing books I read early on in my career when I still knew nothing about how the markets operate. I enjoyed it mostly because Lynch’s affection for the markets is infectious. His love for the game of investing leaps off the pages…
Financial Gifts For Your Holiday Wish List
“Clark, that’s the gift that keeps on giving the whole year.” – Cousin Eddie
Talk Your Book: Value & Momentum with Wes & Jack
Ben & Michael chat with Wes Gray & Jack Vogel from Alpha Architect about their thoughts on value and momentum investing strategies.
