Blog Posts

It was over three years ago that Ray Dalio first proposed his 1937 analog. After…

Buy-and-hold, and all of its related strategies like BTFD, garnered a cult following a long…

Last week I argued that the greatest mistake value investors are making today is trying…

A version of this post first appeared in The Felder Report Premium. Bill Miller and…

There was a study that came out recently suggesting that when famous hedge fund managers…

The flows into tech funds of late have been absolutely astounding if not totally surprising.…

Much has been made of the plunge in the Smart Money Index this year and…

A couple of weeks ago Berkshire Hathaway held its annual shareholders meeting known to many…