April 2021
IN THIS ISSUE
Plenty of optimism about this economy - YES!!!!!!!!! GameStop plays to win - “Really below industry standard” - If you’re feeling risk-averse, take up chess
March 2021
IN THIS ISSUE
Solid historical and fundamental analysis from Ray Dalio - $30 billion of firepower, now that can move markets
February 2021
IN THIS ISSUE
“But larger funds lag” - The questionable hindsight of backtesting - If you can’t beat ‘em, join ‘em - Better for markets: Chiefs or Buccaneers?
January 2021
IN THIS ISSUE
When the “smart guys” aren’t so smart - “If Goldman Sachs were doing this, it would be called ‘arbitrage’ ” - GameStop, explained in a way that even a 5 year old can understand - Please, please, please, ignore this article - 57 Percent
December 2020
IN THIS ISSUE
Money flows vs Market concentration - Hedge funds vs Indexing - Market Lingo translations - Double-Digit Gains in 2020! (they still underperformed)
November 2020
IN THIS ISSUE
What Sharks Can Teach Us About Survivorship Bias - A scathing behavioral interpretation of America’s poor pandemic response, from the one-and-only Annie Duke - Christmas in November?
October 2020
IN THIS ISSUE
The Circle of Life - How is any of this actionable? - Stock splits, mathematically, are non-events. But… - Persistence
September 2020
IN THIS ISSUE
Financial advisors might want to get their Doctorate of Psychology - What can Wile E. Coyote teach us about investing? - This should be self-evident, but isn’t. - When does dumb money become smart money?
August 2020
IN THIS ISSUE
Yes, Sam Dogen - No, Sam Dogen - “Leaving the party too early can cost you as much as leaving too late” - Cash is King. Until it’s not.
