Monthly Archives: November 2016

Slow down to go faster

(Warning, bike metaphors ahead). Last weekend I went out for an ice long ride on the mountain bike as winter is threatening on the front range. I headed for Mount Falcon, which is one of the most challenging climbs on the front range on a bike. Steep, technical, rocky, fairly long. I am pretty competitive with […]

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Finance Conferences: G.O.A.T.?

Much has already been written about last week’s Evidence Based Investment Conference in NYC. Put on by the fine gentlemen at Ritholtz Wealth Management and IMN, both the speaker and attendee list was a who’s-who of current and upcoming finance (Twitter) celebs. I won’t rehash sessions and speakers here, but if you’re interested, check out: […]

Posted in behavioral finance, investing | Comments closed

Now what?

It’s 10:11pm MT on election night and it would appear that despite nearly universal predictions to the contrary, Donald Trump is about to be elected to be the 45th President of the United States.  Markets are in near freefall overnight, and the last figure I saw was DJIA futures off over 800 points, more than […]

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It’s Working!

Diversified investors finally have something to be happy about. I can tell, because nobody called this quarter to ask (a.k.a. complain) about performance. (Aside – I’m kidding, this practically never happens, my clients are awesome!). What’s the reason?  Here’s year to date performance of various asset classes. Practically every major equity asset class is in-line […]

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