The Art of Boring™ was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

  • Process before proceeds

    In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

    June 12, 2018

  • Italian moves

    Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.

    June 4, 2018

  • (Not) boring finds for May 2018

    On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better decision-making.

    May 30, 2018

  • “Certified fresh” lessons from machine learning

    Humans and machines have different strengths and weaknesses, and on our team, we tend to see the foreseeable future as a world in which the two work side-by-side. As with any tool, for machine learning to be useful, it is what it is being used for and how that matters. 

    May 2, 2018

  • (Not) boring finds for April 2018

    This week we consider how far-reaching the effects of trade tariffs could be; the potential similarities between bonds and stocks; why software businesses can be great investments; and, how much narratives can shape investing. 

    April 18, 2018

  • (Not) boring finds for March 2018

    Will the love affair with private equity end the way of the 1849 Gold Rush (i.e., not well)? Just how large is Canada’s shadow economy? What is Jeremy Grantham’s battle plan for an overvalued U.S. stock market? And how hard is Sichuan opera, really?

    March 28, 2018

  • (Not) boring finds for March 2018

    This week we considered the argument that leaders that take risks should have something to lose; revisited market swing psychology; scheduled time to think; and discovered the motivational poster business may still be hanging in there! 

    March 7, 2018

  • (Not) boring finds for February 2018

    Bloomberg shows us past startling sell-offs; Norway’s sovereign wealth fund votes against executive pay at Alphabet; Amazon wades into health care waters; and the U.S. craft beer industry is brewing economic success.

    February 21, 2018

  • (Not) boring finds for February 2018

    Customer satisfaction at the push of a button; an alternative perspective on the current bull market; Mr. Modi at the World Economic Forum; more on fuel efficiency; and some epic photos of Mars.

    February 7, 2018