Tales of a Technician
Tales of a Technician: Beware the Strategy Merry-go-Round
On the pitfalls of performance chasing and riding the strategy merry-go-round.
On the pitfalls of performance chasing and riding the strategy merry-go-round.
Here’s my favorite tool to build a portfolio and backtest it. You’ll also learn about asset allocation.
Why the top for bond yields could be in.
Here’s an updated look at last October’s blog highlighting why T-bills at 4% still weren’t a slam dunk.
Here’s what Warren Buffett said about dividends in his annual letter.
Come learn how to downgrade your bias when the market breaks support.
Today’s video reviews a Fade the Fear trade on Google following its botched AI rollout.
Today’s video places context around market returns and provides insight into how to think about a strategy’s returns.
How to think about growth vs. cash flow.