Blog

I was talking to an advisor earlier in the week about tactical asset allocation and he conveyed a story about how he had allocated money to a tactical strategy that stopped working.    Every investment strategy stops working at some point, either temporarily or permanently: Buy and […]

I was talking to an advisor earlier in the week about tactical asset allocation and he conveyed a story about how he had allocated money to a tactical strategy that stopped working.    Every investment strategy stops working at some point, either temporarily or permanently: Buy and Hold and […]

I recently had an email exchange with a reporter about frontier markets (emerging, emerging markets).  He was writing a story about what markets investors should invest in.  My answer to him was none.  Not because there are not huge opportunities in frontier markets, but because […]

I recently had an email exchange with a reporter about frontier markets (emerging, emerging markets).  He was writing a story about what markets investors should invest in.  My answer to him was none.  Not because there are not huge opportunities in frontier markets, but because of what could […]