Know Where You Stand
It’s very important to know where you stand, particularly in terms of your investments. Most people don’t consider the issue nearly as seriously as they should and because of that they end up in real trouble.
Roberto Plaja
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This time is different
by Morgan Frank, Portfolio Manager, Manchester Explorer Fund
The year is 2019. Pets still cannot drive. Once more, a bubble in “new economy” stocks rages yet, amazingly, the poster children have not changed.
Beauty in randomness
You can only appreciate it at the right distance.
By coincidence, I began to appreciate Jackson Pollock’s art at the same time I was reading about fractals and deterministic chaos.
On risk
Budgeting doesn’t get the respect it deserves.
A common topic of conversation I have during the initial stages of a consulting relationship is the one centered on risk. The word itself has become the marketing banner for many institutions; risk monitoring and control is the name of the game.
How to respond when someone shows you a new fund
With well-earned cynicism.
Yesterday, a friend sent me a presentation on a new fund; this was my response.
The Biden factor
Or, more appropriately, the human factor.
I sympathize with Joe Biden’s “victims”. Not because of how they perceive his well-meaning approach to human connecting as invasive or because of the media circus they have generated.
“Intuitive” oilicy is often wrong: tax code edition
Because, at the end of the day, it’s not just the size of returns and profits that matter but also who owns them.
The pricing of some financial strategies continues to remain obscure and extremely difficult to ascertain, despite regulators’ substantial efforts to improve transparency.