Lawrence Hamtil  recently shared a  Vanguard paper  with me that was surprising given it indicated the trailing twelve month price-to-earni...

When we tell our investors to invest for the long run, we have to make sure the short run doesn’t kill them first… Investing for the long ...

“Time solves most things. And what time can't solve, you have to solve yourself.” - Haruki Murakami  Recent research by GMO outlined ...

Stock and bond markets have been extraordinarily quiet since February 2016 lows. How quiet? A 60/40 portfolio consisting of the S&P 500 ...

My buddy  Wes Gray  shared one of my favorite investment mantras when he was interviewed on  Patrick O’Shaughnessy's  stellar podcast  I...

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...