That Radical Obama Wasn't So Awful for Markets
A cautionary tale of how dangerous it is to confuse your own partisan politics with objective market analysis, then and now.
How Expensive Are Stocks — Really?
One way to answer the question: Ritholtz's six rules of valuations.
Wall Street Should Put All Clients First
The fiduciary rule shouldn't apply just to retirement accounts; it should apply to all investment accounts, no matter the size and type.
The Investing Pros and Cons of Trump
Whether you or I agree with these pros and cons isn't relevant; the thinking of millions of people holding trillions of dollars in capital is.
The Dumb Money Isn't So Dumb
Retail investors have moved from active to passive funds, from high to low cost, and from commission-based brokerage accounts to fee-based managed accounts.
Trump Is Repeating Obama's Rookie Mistakes
Like Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.
The Day Harvard Stopped Being a Hedge Fund
The lessons for investors from Harvard Management Company’s stunning fall from grace.
Markets Aren't Kind to Alternative Facts
Mr. Market seems to delight in taking money away from those who deploy capital based on faulty convictions.
Bad Explanations for the Financial Crisis Won’t Die
A new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.
Invest and Profit With the POTUS Indexes!
Regardless of how you allocate your assets, there is a method that cannot fail in its brilliance and simplicity.