A successful passive strategy should be a pretty systematic or mechanical strategy. It should have real fundamental ...

My PayPal article was written in 1st Sep 2025 when it was at $70 and today it sits at $44 bucks. So that has not worked out ...

In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able ...

I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation, he asked: “Why would the ...

My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything ...

My friend asked if we are headed for a big crash soon. The honest answer is I don't know. Also don't know what is consider big enough. I ate like 30% fall in small cap ...

I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my article would be worry about duration ...

I woke up this morning to prepare breakfast and saw this Derek Pilecki interview about long/short financial investing, regional banks, non-banks and insurance on Value after Hours: Derek runs Gator ...

In the following chart I plotted out 5 different securities from the start of 2025: The first one is an ETF of stocks that is non-US but developed markets. The second one is the Avantis International ...

Perhaps it is to sense if the underlying health of the US economy. If prices indicates future earnings, it also indicates future revenues and revenues come from spending. The second reason is also the ...