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.


  • Why public investors should care about the rise of private investment

    To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors in public markets? 

    October 31, 2018

  • A selective approach to equity markets

    Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times.

    October 17, 2018

  • (Not) boring finds for October 2018

    Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.

    October 3, 2018


  • (Not) boring finds for September 2018

    A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.

    September 5, 2018

  • Canadian lifecos: More than just insurance

    Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

    August 22, 2018

  • (Not) boring finds for August 2018

    This week we admired some exemplary examples of CEO annual letters; raised our eyebrows at the remarkable effects of trade wars; reaffirmed our belief that language matters; and despaired at nefarious online trading platforms.

    August 1, 2018

  • Defensiveness: A suitcase word

    Given how often “defensive” enters into the investing lexicon and that it can mean different things to different people, aiming for a greater degree of precision in its definition may help to reduce misunderstanding or generalized historical bias.

    July 18, 2018

  • (Not) boring finds for June 2018

    Twenty ways to make mistakes with money, the history of monetary innovation, untangling misconceptions around interest rates, and the truth (data) about the creativity of pop songs. It was (not) a boring week!

    June 27, 2018

  • 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