Old Age

It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.

In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.

• 19 Nov, 2015

  Fairy Tales

  The technology bubble of the late 1990s is a distant memory for most investors, and an ignorance for the rest. But back ...

• 11 Aug, 2020

  Beach Reading

  One of the upsides to confinement over the past few months is that Ive been able to raise my reading capacity. Here are ...

• 29 May, 2015

  Yasou!

  Let me stipulate up-front: I love Greece. Everything about it: the food, the weather, the history, the music, the ...