CAPE Ratio, Why Have Thou Forsaken Me?
A lot of people look at this bull market, valuations, and think somehow that value has forsaken us. And that the much discussed CAPE...
A Bar Too High
For stocks to meet expectations over next 10 years, valuations must rise to highest they've ever been in history.
That's quite a statement. But it's...
BBQ and Brews
Hosting a fun fintech meetup next week if you find yourself in LA...Wed May 17th, come say hello!
RSVP and DETAILS HERE
The Forever Fund
Most investors say they are investing for the long haul. They say they have a 10-50 year time horizon, but act emotionally on a...
Paying For A Filet, And Getting Bologna
Most of you reading this are old enough to remember the Beech-Nut fake apple juice scandal in the 1980s. (I'm not, but Jeff wrote...
The Dividend Growth Myth
A few weeks ago, I was sipping coffee, thumbing through Barron's as I do every weekend. It’s a way in which I keep a...
How I Invest My Money (Updated With New Trade)
If you read my blog regularly, you know that I’m fully transparent in how I invest my own money.
It’s not good for the investing...
