Latest Blog: Beach Reading - 07/29/2021
OLD AGEPublished: 10-16-2014
It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.
In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.PRINT THIS ARTICLE
Say "inversion" to a Californian, and the most likely word association is "layer." It's our topography ...READ MORE
Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest ...READ MORE
(Not) Recommended Reading 12-20-2017
I don't like recommended lists. They turn experiences into a contest (and the winner is), and one reviewer's ...READ MORE
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