Login on site
Remind the password
Academically, our work has been influenced (though not controlled) by the following insights, theories and schools of thought
(Excluded is its single overlap with Efficient Market Hypothesis)
The principle of diversification as a strategy and for its own sake, is intellectually flawed.
Credit is not money. Mistaking the two will guarantee at least one disaster in an investor’s lifetime.
The Federal Reserve does not control the stock market or intermediate and long term interest rates.
Credit expansion by central banks does not always and inevitably lead to inflation.
People move markets, which in turn move people in a self-reinforcing and increasingly dangerous feedback loop.
The Efficient Market Hypothesis is the most dangerous and incorrect operating premise of a generation.
We will never see a generation of retired day traders.
Merit-based investing and asset-allocation.
Sometimes cash is the best investment.