The market is still digesting the once-in-a-generation move in bond yields we’ve seen this spring. Consider the below anecdote from the latest weekend notes by Eric Peters – Josh *** Anecdote: “It’s a wake up call,” he said, calm, relaxed, alert. “A fire drill,” continued the market’s top volatility trader. You see, all this tapering talk…
June 2013
“nothing to stop them from overthrowing everything”
Have the two main political parties in America essentially agreed to a puppet show of sorts – in which there is disagreement in the eyes of the public but complete harmony behind the scenes as far as holding on to power? What becomes of a society once her opposing factions have decided that maintaining control…
Ron Baron: You Cannot Trade the News like Soros, Stocks are Cheap
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The Hardest Trade on Earth Right Now
“Pain Trade” doesn’t even begin to describe it.
How One of Baseball’s Greatest Hitters Can Teach You To Make Better Decisions
I’m incredibly excited for this opportunity to publish the below guest post from Shane Parrish of the excellent Farnam Street blog. Shane’s a fellow seeker of wisdom and, like me, revels in the idea that we can call up the hard-earned wisdom of those who came before us. Farnam Street is all about mastery –…
SNV: Danny Trejo Sings
Welcome to Saturday Night Video… You know Danny Trejo from such films as Machete, Heat, Grindhouse, From Duck Til Dawn, Con Air and a few dozen other tough guy roles in some of the greatest action films ever made. And now you’re gonna love the guy even more…this week’s hottest viral video below, enjoy!
company policies
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Jason Zweig: Thirty Years of Enlightening Investors
Jason Zweig stands head and shoulders above the profession given his relentless efforts to make people smarter about their investing
The Week on TRB
Here were the most read posts on TRB this week, in case you missed them: Why Behavior is Half the Battle So who bought the dip? The Mother of All Failed Moves? Portfolio Managers Face Their Kobayashi Maru Greatest. Research Note. Ever.
Everything you need to know about the Risk Parity perfect storm
I have nothing to add on to the wonderfully in-depth look Tadas does on the Risk Parity “perfect storm” we’ve seen occur this past month. Once again, we humans have latched on an investing trend because it seemed to carry the Holy Grail – gains without pain. “This is how Dalio does it, of course…