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Monthly Archives: December 2021
The myth of passive investing
My partner Cory Venable’s big picture snapshot of the S&P 500 Index since 1997 (below) highlights the prior cycle peaks in 2000 and 2007 and the breathtaking parabolic move since 2020. Remember that this is one of the most widely … Continue reading
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A world long on risk is short on cash
After a rough couple of weeks, the risk trade is bouncing. While those in the business of selling us risk (in exchange for our cash ‘trash’) advise that investing requires bravery, the truth is that risk management, discipline, and math-based … Continue reading
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Third winter of COVID-19: infection curve incredibly steep
Good update in this segment. Johns Hopkins Bloomberg School of Public Health Professor Chris Beyrer discusses the confluence of a winter surge of coronavirus with the omicron variant, resistance to Covid restrictions, and elevated antibodies from booster shots. Here is … Continue reading
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