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…
Search Results for: "benchmark"
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.
Trends That Matter in Asset Management
The biggest trends in asset management and how they’re affecting the markets.
A Eulogy for the 60/40 Portfolio
The 60/40 portfolio passed away on October 16, 2019, from complications of low interest rates and a bad case of Fed manipulation. This is the 27th time 60/40 has died in the past decade but enemies market timing, day traders, and alternative investments are hopeful it will stick this time around. 60/40 was 91 years…
A Market of Stocks
On a total return basis, the S&P 500 is up almost 22% on the year.1 To state the obvious, this means the underlying securities included in the S&P 500 are having a good year as well. But there’s still a wide range in outcomes for the performance of the individual stocks in the S&P. For…
Debunking the Silly “Passive is a Bubble” Myth
This passive bubble talk makes no sense.
Re-Framing the Next Downturn
It feels like people have been worried about the next recession every day since the last one was over. I get it. Recessions aren’t fun. But you can’t constantly remain in the fetal position simply because you know the economy and markets eventually have a downside. Here’s a piece I wrote for Fortune to provide…
