Boredom is your last remaining edge
Why doing nothing is often the best thing you can do By Brandon Beylo (Macro Ops)First published here “Win or lose, everybody gets what they want out of the market. Read More
Opposing Ideas
A necessary ingredient for a diversified portfolio F. Scott Fitzgerald famously wrote, “The test of a first-rate intelligence is the ability to hold two opposing ideas in the mind at Read More
Ignore the Margin Debt Alarm
Brian Jacobs, Aptus Capital Advisors First published here. Every so often, margin debt headlines resurface as a supposed warning sign for the stock market. The latest iteration: U.S. margin balances Read More
A Moody’s Ratings Downgrade for the US: What now?
This article was first published on Musings on Markets. I was on a family vacation in August 2011 when I received an email from a journalist asking me what I Read More
Breaking Down 10 Year Bond Yields
This article was first published on Aptus Capital Advisors. While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to Read More
Do the work
This article was first published on Learning to Grow. Dear readers, I’ve been an avid user of data aggregators for as long as I’ve been investing. As my investing journey Read More
Index funds and the rise of mega caps, redux
This article was first published on Klement on Investing. If you are a small- and mid-cap investor, look away now. This article contains distressing if you are a small- and Read More
Is South Korea the next Japan?
This article was first published on Verdadcap. South Korea’s equity market looks like an exaggerated version of the Japanese stock market. Japan has a massive pool of companies trading at Read More