Bloomberg Gadfly's Lisa Abramowicz  (follow her on twitter here ) outlined in a recent piece The Credit Boom that Just Won't Die  th...

There are instances where I "borrow" an idea from someone (actually... most of my posts were at a minimum inspired by someone else...

To earn a decent return going forward, how reliant on multiple expansion are buy and hold investors in the S&P 500? Let's take a loo...

ETF Trends (hat tip Josh ) showed the following "quilt" of large cap factor calendar year returns in the post  Low Volatility is ...

In a recent post,  Long-Term Bonds Behave More Like Stocks Than You Might Think ,  Lawrence  via Fortune Financial fame outlined: It shoul...

It has historically paid to be a seller of volatility for at least two reasons... 1) Volatility is typically overpriced relative to reali...

Pensions and Investments wrote about the interest pension plans have shown in put writing (seemingly one of the more misunderstood investmen...

UPDATE: I had a nice discussion with Alex Rampell , partner at VC firm a16z, who provided me with a material detail that I missed that is b...

One of my favorite Twitter follows @LadyFOHF  shared the below scatter chart from Morgan Stanley that attempted to map areas of the global m...

Mike Mauboussin 's latest write up  Reflections on the Ten Attributes of Great Investors is a must read for investors (while his recent...

Back in December I wrote that It's Generally Smart to Avoid Credit Risk  outlining that more than 100% of credit's excess performanc...

Bob Seawright of the great blog Above the Market , recently put together a  consolidated list of his past posts which was a great way to f...