|Aug 27, 2014||
Unassembled, No Batteries, Missing Instructions
Investing in global equity markets is more difficult than some may think. It is a bit like buying something from Ikea. The idea might be simple enough, but how do you get the item home? Who assembles it? What happens when the instructions are missing?
|Aug 22, 2014||
The Rarest Phrase in Investment Management
“I don’t know.”
|Aug 14, 2014||
3 Ways to Help Minimize Your Tax Bill
Death and taxes—two things that can't be avoided. But by understanding three key concepts concerning taxable investment income, investors can minimize their tax bill.
|Aug 08, 2014||
Worrying Signals for Russia's Economy
20,000 troops on the border of Ukraine and an inverted yield curve are not just noise, they are signals.
|Jul 29, 2014||
Skating Over the Line
Narrow rules have a cost. Although there is value in the clarity of rule, process and position, a system must also be flexible. The world often does not operate as we want it to, but when opportunities arise, we must be ready to act.
|Jul 24, 2014||
Just how important is a common language to investing? While some investors view it as the sort of soft, fluffy stuff best left to liberal arts majors, empirically—and in our experience— it is an essential feature of high performing investment teams.
|Jul 22, 2014||
Fraudster Alert: 10 Ways Investors Can Avoid Being Duped
In the investment world, there is no way to avoid the occasional fraud. It is simply a numbers game. The more companies you evaluate, the more likely you are to encounter one. Moreover, it is usually difficult to detect which companies are fraudulent, as companies can have duplicitous management teams and aggressive financials without necessarily breaking the law.
|Jul 18, 2014||
Market Overview - Q2 2014
From our latest Investment Newsletter…
|Jul 10, 2014||
Look for the Baby
This past week, one of my colleagues shared a learning at our weekly research meeting. Christian and his wife, Siggi, were on vacation when Siggi unfortunately dropped her iPhone into the bath. Remarkably, the iPhone survived. The two decided it would be a good idea to back up her data.
|Jul 04, 2014||
Waiting in Line: The High Cost of Red Tape
Imagine you spent 4% of your life waiting in line. Given that there are 8,765 hours in a year, this would imply that you spent 350 hours each year staring at the backs of people’s heads. Over an average adult lifetime, you could spend upwards of 22,000 hours stewing impatiently. For some, including yours truly, this sounds like a particularly severe kind of torture.
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