The Big Picture
OCTOBER 2, 2023
Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Sturgeon’s law suggest 300,00 of them are not crap – and that number seems generous.
The Big Picture
JANUARY 3, 2024
At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.
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Nerd's Eye View
MAY 17, 2023
Social Security Number (making them effectively off-limits to individuals with noncitizen dependents) and necessitate a different approach to college savings than is common for U.S. and in some cases, entire account types may be unavailable due to the worker’s foreign status, such as 529 plans, which require beneficiaries to have a U.S.
The Big Picture
OCTOBER 28, 2023
This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst. billion in 166 diversified investments. trillion in client assets.
Nerd's Eye View
MARCH 8, 2023
In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.
Investment Writing
APRIL 3, 2023
How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.
Dear Mr. Market
MARCH 17, 2024
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.
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