Investment Theory
February 27, 2024 — By Victor Haghani and James White [note] Thank you to Larry Hilibrand, Charles Wright, Dave Blob and Jon Seed for their helpful comments, and to Wes Gray and Larry Lempert for discussing specifics of their ETF with us. The opinions expressed in the article are not necessarily shared by those who gave us help. Nothing in this note should be taken as tax advice, or investment advice, or an offer or solicitation to invest. Past
Investment Theory
December 1, 2023 — By Victor Haghani, Vladimir Ragulin and James White [note] This not is not an offer or solicitation to invest. Past returns are not indicative of future performance. We thank John Campbell, Jeffrey Rosenbluth and Mark Grinblatt for their help and encouragement. All errors are our own.[/note] In Lake Wobegon, all the women are strong, all the men are good-looking, and all the children are above average. - Garrison Keillor In 1991, William Sharpe made perhaps
Investment Theory
August 7, 2023 — We've all heard the mantra "Cut your losses early; let your profits run"...but does it really make sense?
Investment Theory
November 28, 2022 — There's been excellent coverage of the public drama surrounding Sam Bankman-Fried, but an important piece of the puzzle has remained under the radar.
Investment Theory
November 15, 2022 — The S&P 500 is down 15% over the past year, so you'd think it'd be a good time to own some portfolio protection. Unfortunately, that's not the case.
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