GMO's latest quarterly commentary is a must read, especially the second half where Jeremy Grantham attempts to model / answer the quest...

I started my career working closely with corporate pension plans, thus when I saw the following article in my twitter feed causing alarm I t...

The most recent "analysis" seemingly spreading like wildfire across the perma-bear community was performed by  Horizon Kinetics  i...

RCM Alternatives has a great piece  (HT Tadas ) outlining what the VIX is, the market for VIX related products, and how to think about volat...

Quick note... for those not already listening, my buddy  Patrick O’Shaughnessy has one of the (if not the) best investing podcasts out the...

Ben from A Wealth of Common Sense recently posted an update of his "favorite chart", which stacks the calendar year performance...

I've read too many posts / articles that outline why a rise in rates is good for long-term bond investors (as that would allow reinvestm...

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 ...