"Hit 'em where they ain't"


Friday, September 6, 2019

Most US stock trading these days is on some form of autopilot. A story from the Wall Street Journal at the end of last year estimated that roughly 85% of stock trades are via algorithms, passive investment vehicles or other strategies...


Tuesday, August 27, 2019

A funny thing has happened in global bond markets. The world now has almost $17 trillion of debt with negative yields. In June, the Wall Street Journal identified 17 countries with negative bond yields, depending upon maturity. The...


Saturday, August 24, 2019

Lots going on in politics and the world in general. Is anybody paying attention to the Federal Debt anymore?


Thursday, August 22, 2019

Growth stocks have materially outperformed value in recent years. The attached chart shows rolling, cumulative 5 year returns for the Russell 1000 Growth Index vs the Russell 1000...