🎯 Blame the Benchmark

Principles for Investing Success

+ Dan Rasmussen, Jeff Currie, VC Power Laws, Randall Zisler & more!

Searching for Great Dividend Funds

+ Don't miss Campbell Harvey on the bond market, U.S. economy & the Fed

"The reports of my death have been greatly exaggerated"

GMO: "A Once-in-a-Generation Opportunity"

Global Valuation Updates!

LLMs Impact on the Labor Market

AQR on the Next Decade for US Stocks

🌏 Global Wealth Trends

+ Byron Wien, Louis-Vincent Gave, Nicolai Tangen, Prof G, John Armitage & More!

🎙️ Top 20 Investing Podcasts of 2023

Pension Performance

China, Andrew Lo, Ben Inker, Regional Banks, VC, Holiday Cards & More

Newsletter Sampler - The Macro Compass