Know What You Don’t Know

/ May 25, 2018

Sometimes our newsletter has been accused of writing too technically about financial markets. Truth be told, it’s a constant juggling act to write something that caters to casual market observers as well as to those who pore over the meeting minutes every time the FOMC convenes.

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The Small Cap Police

/ May 11, 2018

It’s been nearly a year since our newsletter last touched on the passive investing phenomenon. And yet, despite its absence from these pages, direct asset flows into passive vehicles have continued to outdo their active counterparts at a dizzying pace.

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Facepalm

/ April 6, 2018

The second quarter of 2018 kicked off with a bang as growing tensions in technology and trade sent investors searching for cover on Monday. In fact, it was the worst April start since… drumroll please… 1929.

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Bracing Yourself for a Possible Near-Term Melt-Up

/ January 19, 2018

Into the Wild Blue Yonder. It’s not often that I get a chance to send out one of our newsletters containing fodder for both the bulls and bears. However, in this week’s Guest EVA edition, I am able to do exactly that and, for bonus points, at least for me, to highlight the latest musings of one of my heroes, Jeremy Grantham.

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