Don’t trust management forecasts
Joachim Klement Overconfidence is probably the most pervasive behavioural bias anywhere, though anchoring may give it a run for its money. And if you think you are not overconfident, then Read More
Becoming Trader Joe: A Book Review
Brandon Beylo (Macro Ops) The more I study investing, the less I reach for investing-specific books to read. Of course, you should read “The Classics” of Buffett, Graham, and Greenwald. Read More
Why I’m Not Afraid for Taiwan
Jason Hsu (Rayliant) Published on March 4, 2022 Many pundits are speculating that Russia’s aggression will embolden China to invade Taiwan. As is often the case, this speculation comes mostly Read More
Russia/Ukraine: New Wrinkle in Already Tight Oil Market
Joseph Sykora (Aptus Capital Advisors) February 28, 2022 As this is being written, WTI crude oil trades at $96.13/bbl (per barrel); the last time oil closed that high was 2014. Read More
Considering Sequence Risk In Retirement
James Yahoudy, (Aptus Capital Advisors) As we accumulate wealth and look to save for a variety of goals, there are quite a few factors that will get us to the Read More
Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy.
Frederik Gieschen, Insecurity Analysis Learn more about Frederik Gieschen’s Insecurity Analysis, a newsletter about studying great investors and their ideas for better perspectives on markets and life. This is the Read More
Fighting Longevity Risk in Retirement
James Yahoudy (Aptus Capital Advisors) Today’s retiree is much different than yesterdays. Each year there are a variety of challenges that advisors and clients face as they plan for retirement Read More
The Case for Optimism
Gregory Powell (Miller/Howard Investments) The case for optimism centers on the remarkable strength of both the consumer and business sectors. —Miller/Howard 2021 Q3 Quarterly Report How many times have you Read More