• Written by JD Gardner

Tactical is a word that gets thrown around in the investment management industry.  That’s not a bad thing.  In fact, we…

• Written by John Goldsberry

“Momentum is clearly based on behavioral explanations, including herding, anchoring, confirmation bias and the disposition effect. Because momentum has performed well…

• Written by JD Gardner

Buy and hold works beautifully on paper…but it’s really hard to do. The longer your holding period, the better your chances…

• Written by JD Gardner

Companies have been loading up with debt over the last few years.  As Deutsche Bank illustrates in the chart below, corporate…

• Written by JD Gardner

Time has unlimited demand and a finite supply…economics was never my thing, but I’m pretty sure that makes it valuable. Don’t…