The Irrelevant Investor

JUNE 25, 2022

Articles No one thinks what they are doing is stupid while they're doing it (By Jack Raines) Time is the exponent that does the heavy lifting (By Morgan Housel) TIPS now offer more inflation upside despite the increase in inflation fears. (By Adam Collins) A natural — but wrong — way to think about wealth is like a liquid, getting poured from one container into another.

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Random Roger's Retirement Planning

JUNE 25, 2022

For years, I've been talking about understanding what a fund is actually trying to deliver, what expectations are being set and what the fund might be a proxy for. Getting this wrong could result in having way more volatility in the portfolio than was expected or being left behind in a big move higher. A good example is long/short funds. They buy some stocks based on some sort of criteria and then sell short other stocks based on maybe the same criteria or something different.The chart shows thr

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