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What’s My (Most) FAQ?

I was recently asked, “what’s the definitive answer to the question you’re asked the most?”Wow.  A flurry of boring finance darted across my brain...what do I hear the most?  I came up with:  “Am I going to make it?”The Wall Street mega media machine is...

Q1 Market Review

After a tumultuous 4th quarter that saw a nearly 20% drop in the equity markets by Christmas Eve, a funny thing happened in Q1. Boredom. The CBOE Volatility Index (the ‘VIX’) is a measure of volatility, but it’s also known as the market’s ‘fear gauge’ -...

What is Real Risk?

In the investment business we spend a lot of time talking about risk.  As it applies to portfolio construction and management it is a decades-long debate:  how to structure, how to measure, how to optimize.  Academics and asset allocators keep the debate...

My Worst Investment

I want to tell you why you should never invest based on a 'buy/sell' rating from an analyst, but to do it I have to open up about my Worst (hopefully ever) investment. Every bank on Wall Street pays a large research staff to pump out stock ratings every day.  You can...

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