MEME INVESTING

A message arrived in my inbox this morning that made me chuckle. The subject was “Investment Tips: Why You Should Invest in Dogecoin”

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Bitcoin Bubble Deja Vu

My monthly column started in Jan 2018 with the inaugural topic on how Bitcoin was one of history’s biggest bubbles. A year later bitcoin lost 85% of its value and stayed low for a couple of years

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The Death of Alpha

The entire purpose of asset management is to create alpha. Active asset management started some 70 years ago, and has grown significantly in that time

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Is Big Tech a Bubble?

A long standing doctrine in successful investing was to buy stocks that were trading cheaply based on an objective measuring method (price vs. book value / earnings / sales)…

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