Notes on life, taxes, and robust portfolio construction.
A paper shows that trend following has been the most reliable long-term inflation hedge.
The SEP IRA is simple, cheap, and flexible. The Solo 401(k) takes more setup, but for a true one-owner business it usually offers better...
Markets are driven by narratives, capital flows, and self-reinforcing trends.
A presentation on common behavioral mistakes that damage investment decisions, including survivorship bias, herding, narrative fallacy...
Tactical asset allocation can be simple in concept but demanding in practice. The question is not whether rules can improve a portfolio...
A new book on sheds light on what it’s like inside the world’s top performing investment firm.
The best-looking strategy on paper is not always the best portfolio to live with. Combining value and momentum may give up some...
