Ben Carlson recently highlighted an uncomfortable truth: over the past five years, bonds have experienced one of their worst stretches in history. Yet, almost no one is screaming about it. Why aren’t investors sounding the alarm? What really pushed me to dig into this wasn’t just Ben’s post though, but Read more
[yes, I copied this post title from a famous newsletter, what can I say…] Last week Lorenzo Biagi (author, financial advisor and…finfluencer? ;)) posted the following picture, unfortunately without the source links: These two graphs offered him the opportunity to stress how bonds might be unattractive at this point, especially Read more
A little bit more than a year ago, Andrea invited me to participate in his InCassaforte podcast after we had a brief exchange on Twitter on why it was reasonable or not to invest in bonds when rates are at zero or negative. This morning (which might not be your Read more
I read this post earlier in the week and I got quite disappointed. Humble Dollar is supposed to be one of the ‘good’ financial divulgation outlet and the author of the post, Charlie D. Ellis, wrote a seminal book called Winning the Loser’s Game (I did not read the book Read more