Insights
2022
Inflation & ValuationOctober 2022
Paradigm Shift?July 2022
Unfortunate RealityApril 2022
First, Do No HarmJanuary 2022
2021
25 YearsOctober 2021
What's Risk?July 2021
Inflation & DurationApril 2021
Play Your Own GameJanuary 2021
2020
History Rhymes, #1999October 2020
10 YearsJuly 2020
Black Swans & Buffett LessonsApril 2020
Remarkable DecadeJanuary 2020
2019
Don't ReachOctober 2019
Tolerance Over AvoidanceJuly 2019
Third Mandate? A Less Conspicuous FedApril 2019
Invest Like an OwnerJanuary 2019
2018
Disciplined, Not DogmaticOctober 2018
Trump, Smoot and HawleyJuly 2018
Tariffs & TradeApril 2018
Coming HomeJanuary 2018
2017
Finance of 'The Shallows'October 2017
'Passive'July 2017
Pendulum PlottingApril 2017
The Unexpected, as ExpectedJanuary 2017
2016
Comfortable Crossing the LineOctober 2016
Brits BoogieJuly 2016
Dovish Double DownApril 2016
FANG FadJanuary 2016
2015
Voting and WeighingOctober 2015
Undermined Incentive for ResponsibilityJuly 2015
Intelligent InvestorApril 2015
Mispricing RiskJanuary 2015
2014
Impolitic FedOctober 2014
TomfoolerlyJuly 2014
The Point Is?April 2014
Windshield, Not Rear View MirrorJanuary 2014
2013
What Have We Learned?October 2013
Diversify the Dividend StreamJuly 2013
Navigating the WApril 2013
Debt & a Dividend Tipping Point?January 2013
2012
Skinny Dipping at Low TideOctober 2012
The Tax IssueJuly 2012
A Bird in the Hand is Worth Two in the BushApril 2012
Bridging Rough WaterJanuary 2012