Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of ...

My friends in the investment community will say to build your wealth you need to concentrate your money in a few positions.

Regular and recent readers of Investment Moats will remember that I went for a colonoscopy in August of this year. You can ...

I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between a ...

in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect questions about what actions ...

My colleague happen to accidentally found out that Dimensional have listed their UCITS ETF a week ago. That means that you ...

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf’s assertion that the market is in a more “normalized environment ...

I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of what I think about it. But in a way, I been getting weird vibes ...

The 3 Singapore local banks DBS, OCBC and UOB reported their 3rd quarter 2025 results this week. DBS and OCBC’s stock price did well while UOB stock price tanked. I just want to take a moment to ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What is ...

I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...

One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and are ...