One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty ...

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. ...

I decided that it is high time that I do some audit of where I would hold the cash holdings that I have. I don’t think I would always hold so much cash in the future but I am concern less about ...

I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose ...

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 ...

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no earnings companies that focus on uranium, ...

Ask anyone which international banks around the world are the strongest and the answer would probably be Citigroup, HSBC or UBS. Turns out in a … ...

I have a Telegram group member James who asked if I have longer tenure returns data for this 5 year chart: I am not going to do for all but here are the total and annualized 20 and 25 year returns for ...

Readers of Investment Moats would remember I recently shared about my colonoscopy experience so that you would not feel so apprehensive to go for one … ...

I was quite glad personally to write my last post. I find that it is a good idea to write out some of these things that we been struggling to piece together because we might be able to connect things ...