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The Market Hasn’t Sung Yet
The market’s long winning streak has investors wondering whether a crash is waiting in the wings. Don and Tom look at the S&P 500’s run, the lost dec…
2 months, 1 week ago
The Year of the Stock Picker. Again.
Wall Street has declared yet another “year of the stock picker.” Don and Tom examine Morningstar and SPIVA data showing how few active large-cap fund…
2 months, 1 week ago
Yesterday’s News, Today’s Price
Rule Seven of Financial Physics says there is no new news: by the time public information reaches you, the market has already reacted.
Don and Tom exp…
2 months, 1 week ago
The Jester’s Portfolio
Friday’s question pile ranges from the safest bond fund around to the harder question of what retirement is actually for. Don sorts through the choic…
2 months, 2 weeks ago
Smart Enough to Know Better
Being great at running a company does not make anyone a market oracle. Don and Tom unpack the money regrets of successful CEOs—and the costly confide…
2 months, 2 weeks ago
Who Calls the Financial Plays?
Could a nation of steadier 401(k) investors make markets calmer—or will algorithms, options, and meme-stock behavior keep the ride bumpy? Tom and Rox…
2 months, 2 weeks ago
Bond. Very Long Bond.
AI’s appetite for data centers is sending tech giants to the bond market—and some of that debt will still be around in 2075. Don and Tom look at the …
2 months, 2 weeks ago
Nobody Knows Nothing
Why is financial forecasting so persuasive when its track record is so poor? Don and Tom open the Book of Financial Physics to Law No. 6—“Nobody Know…
2 months, 2 weeks ago
RMDs Without the Fire Sale
Required minimum distributions don’t have to trigger a fire sale. Don explains how an in-kind transfer can move an investment from an IRA to a broker…
2 months, 3 weeks ago
The House Takes a Cut
Wall Street can promise dazzling returns, but private equity’s fees, illiquidity, and tax drag may leave investors with far less than the headline nu…
2 months, 3 weeks ago