Don’t Get Blindsided – Super Bowl Version LIII

Tips Direct from the NFL The past few years, I’ve written Super Bowl posts about the emotions of big financial market games often getting the best of investors (click here for last year’s version). This year, I was fortunate enough to collaborate with Jeff Locke, who has been a punter in the NFL since 2013 … More Don’t Get Blindsided – Super Bowl Version LIII

Outperformance in Down Markets 100% of the Time?

Yes, this title is a little click-baitish, but with all the other crazy headlines floating around I figured I’d throw out this provoking question. I didn’t make it up, however. How one could have outperformed “100% of the time” in the “longest” bear markets was detailed in a report published by a well-respected research center … More Outperformance in Down Markets 100% of the Time?

Holiday Colors

Try to stay focused on your goals and the often rewarding long-term green versus short-term red. On my way to the office this morning, I noticed many holiday decorations in red and green. They always bring me joy and I stopped to take the picture at the top of this post. Unfortunately, in the financial … More Holiday Colors

Chicken Fried and Cold Beer on a Friday Night

Can Investors Learn A Few Things From A Country Song? Those of you who know me well know that I am from Alabama and that I still have some Southern boy in me. Those of you who know a little country music may also recognize that the title of this post is based on a … More Chicken Fried and Cold Beer on a Friday Night

The Normal

Stocks Are Risky – This is Not the New Normal, It is The Normal The Dow Jones Industrial Average (DJIA) has dropped hundreds of points and has recently created alarming news headlines. This has not made any investor that I know feel good, but was this “The Normal?” Yes, this is a reference to “The … More The Normal

Disconnected or Connected?

If you look up the definition of “disconnected,” you will find the word “incoherent” among its synonyms. Being “disconnected” sounds negative and, in fact, people are often ridiculed for not being “connected.” In keeping with the title of my website blog, I’m posting this provoking question. Are we more coherent when we are disconnected? I … More Disconnected or Connected?

Stop It

The title of this piece comes from a recent Josh Brown article titled, Delusions and Entitlement (he deserves full credit for this quip). In his post, Josh said the following: “There’s this idea floating around out in the ether that, for some reason, public equity markets are expensive but private market valuations will serve as an … More Stop It

Fake News?

Are some investors placing votes in favor of private equity based on returns that might be considered fake news? According to a recent McKinsey & Company Global Private Equity Review, in 2017 private investment managers raised a record sum of nearly $750 billion globally. A few factors are driving this, but one is the strong … More Fake News?

Pavlov’s Brokers

Recently, I noticed a Tweet from Josh Brown (like me, a Reformed Broker) and a follow-on note from Dan Egan, who I had the pleasure of working with in the past at a brokerage firm (maybe he should be called the Reformed Behaviorist). Both focused on how incentives and stimuli can influence investor behavior. It … More Pavlov’s Brokers

Don’t Let Your Portfolio Get Sacked – Version LII

Are you ready for the big game? The poised Boston champion Pats vs. City of Brotherly Love, Rocky-like underdog Eagles. Beyond the entertainment of the Super Bowl, the NFL runs a business that generates exceptional returns. If marketing is your game, you could do a lot worse than to follow the lead of the NFL. … More Don’t Let Your Portfolio Get Sacked – Version LII