Monthly Archives: June 2022

Not ‘there’ yet

The investment marketing world urges that every day is a valuable buying opportunity and fear of missing out is a formidable bait. This is especially true since many participants have never lived through a typical bear market (where the average … Continue reading

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Liquidity risk and capital allocation mistakes

Useful insight in this discussion on consumer spending, ETF/mutual fund liquidity risks, common allocation mistakes in housing and investment portfolios, and the value-add lacking in mainstream financial advisory services. Worth listening. Ted Oakley interviews Danielle DiMartino Booth about her outlook … Continue reading

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Zombies and Ponzi operators losing the cover of dumb money

When money is cheap/low-yielding, the masses tend to borrow and overspend while investment capital is ploughed into dumb, counter-productive things. With money virtually free for a decade, a historic era of financial madness has ensued. Zombie companies and Ponzi schemes … Continue reading

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