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07 Jun '23
What Are Index Funds? It’s Complicated
Continue readingWelcome to the fascinating world of index funds. A topic that has gained significant traction in recent decades. It is estimated that between about 25% and 45% of the U.S. equity market is owned by passive investment funds. While you may have heard people discuss investing in index funds, not all index funds are created […]
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18 Oct '22
Stories VS. Studies
Continue readingHave you ever noticed that many financial salespeople are selling some story instead of quoting empirical studies (spinning stories vs. empirical studies)? A bold prediction on the future price of gold, or a more subtle discourse on why Apple stock would be a good addition to your portfolio, they are all spinning a story. The […]
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03 Jun '19
Player or Investor?
Continue readingAs an observer of the capital markets over the past few decades, I’ve noticed that “market professionals” and investment advisors are generally selling a story about the future. Whether a bold prediction on the future price of gold or a more subtle discourse on why it’s a good time to buy Tesla, Uber or Apple. […]