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

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 managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3 insurance firms. Another is my friend Rusmin from Fifth ...

Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...

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 ...

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, ...

Recently, I cited research from Verdad the capture of returns between concentration and diversification. Diversification (vs Total Concentration) – It is also About Capturing Long Term Returns. Light ...

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 yourself. You can read about it here: I Did My ...