“It isn’t what a man has that constitutes wealth. No — it is to be satisfied with what one has; that is wealth.” – Mark Twain RESEARCH   Quantica –  half-century of trend-following: How CTAs make money in different yield […]

“As the subject of repurchases has come to a boil, some people have come close to calling them un-American – characterizing them as corporate misdeeds that divert funds needed for productive endeavors. That simply isn’t the case” – Warren Buffett […]

NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out 👇 Name: Yardeni QuickTakes Frequency: Daily (24/7 access to our website) Audience: Individual investors Cost: $29/mo (free trial is available) Author: Dr. Ed Yardeni & Research Team Topics: Daily insights on the […]

“I had no ambition to make a fortune. Mere money-making has never been my goal—I had an ambition to build.” – John D. Rockefeller RESEARCH   Nathaniel Bullard – Decarbonization: The long view, trends and transience, net zero (141 slides) Bullard’s […]

“The art of being good at approximations is insufficiently valued.” – Ray Dalio RESEARCH SVB – State of the Markets (33 pages) SVB with its 1H 2023 State of the Markets covering increasing interest rates and the impact it may have on […]

“I hate losing money more than anything. Losing money is what kills you. It is not the actual loss; it messes up your psychology.” – Michael Platt RESEARCH   GMO – Quarterly Letter 4Q 2022 (9 pages) Ben Inker looks back at […]

“A safe investment is an investment whose dangers are not at that moment apparent.” – Peter Bauer RESEARCH   Morningstar – Don’t Lose Faith in the 60/40 Portfolio (13 pages) After last year, investors may be questioning the place of bonds as […]

NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out  Name: The Bear Cave Frequency: 6 articles per month Audience: Professional & retail investors Cost: Freemium – $44/mo or $440/year Author: Edwin Dorsey Topics: Exposing corporate misconduct Overview: The Bear Cave provides analysis, […]

“The top three investing skills are patience, temperament, and having your career coincide with a 30-year uninterrupted decline in interest rates.” – Morgan Housel RESEARCH   Dede Eyesan, Jenga Investment Partners – Global Outperformers (287 pages) A thorough analysis and deep dive […]

NEWSLETTER SAMPLER Interested in sampling paid newsletter services? Check out  Name: The MacroTourist Frequency: 4-8 articles per month Audience: Professional & retail investors Cost: $35/mo or $350/year Author: Kevin Muir Topics: All things macro Overview: The MacroTourist is a newsletter that offers insights […]

“Bear markets exist to destroy the stupidities of the previous bull market.” – Ralph Wanger RESEARCH   Vanguard’s guide to financial wellness (52 pages) A great piece on the personal finance side of things that covers some important and practical steps to […]

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“Any market will gain respectability if it goes up high enough and any market will lose respectability if it goes down enough.” – Arnold Van Den Berg RESEARCH   Nuveen – The power of private real assets (16 pages) Nuveen offers a […]

“People are always asking me where the outlook is good, but that’s the wrong question. The right question is: Where is the outlook most miserable?” – John Templeton RESEARCH   AQR – The Bubble Has Not Popped (2 pages) Cliff Asness provides […]