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

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

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 ...

At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on ...

I find this interview that Steve Eisman did with Evercore ISI's Glenn Schorr to be illuminating. The Private Credit Panic. ...

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

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 ...

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 ...

This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...

Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...