Investment Wisdom Maybe Not So Wise

Investment Wisdom Maybe Not So Wise

Monday, October 19, 2026 The 60-40 portfolio, which for a long time has been a “set it and forget it” way to generate long-term wealth, is kind of dead. Well, the 40 side of it is hurting at least. Traditionally, a “60-40” investment portfolio has 60% of its holdings...
The Key to the 60/40 Portfolio Has Flipped

The Key to the 60/40 Portfolio Has Flipped

Tuesday, September 8, 2026 Most investors are familiar with the 60/40 portfolio concept, where 60% of a portfolio is held in equities and 40% in bonds. It’s been a popular model for some time due to its effectiveness. The stocks portion of the portfolio serves as the...
A Generational Wealth Transfer

A Generational Wealth Transfer

Monday, July 27 Currently, the war in Iran is months old. There’s zero consensus as to when it will truly end. The Strait of Hormuz has been open and closed. And now Treasurys come with an asterisk. Yet despite this unclear economic data, the U.S. consumer...
The Best Investors are Obsessed with Losing

The Best Investors are Obsessed with Losing

Monday, March 23, 2026 The primary goal of investing is to avoid catastrophic losses. And yet, markets attract the most participants at the peak of a bull run. Obviously, no trading strategy calls the exact top of a bull market. Peaks will pass and only hindsight will...
Tensions in the Sand Pile

Tensions in the Sand Pile

Monday, June 9 At the bottom of an hourglass, the pile of sand grows with each new grain. The cone shape looks stable, but it’s not. Under the surface, instable paths form that will eventually trigger a collapse once there’s enough weight. Markets and economies...