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30 AugThis is a Different Market


This market is different.  It’s not the range bound market we’ve had for nearly 2 years where investors were bidding up prices of anything…

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18 AugWhat Happens When…


The current market environment is forcing investors – both large and small – to build riskier portfolios.  The picture below is…

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15 Aug3 Year Track Records – The Rite of Passage


Corey Hoffstein recently posted an article titled Are Three Year Track Records Meaningful?  His take on a topic that we are…

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10 AugWhen you don’t know what you don’t know


Tim Hanson’s recent post flips the value investing mantra of “Margin of Safety” upside down into the “Margin of Danger” : “…the search…

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03 AugBig Balls (pretty sure that’s the professional term)


“Are you really going to buck convention and stick your neck out to recommend a firm that you think has all…

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