Monthly Archives: August 2020

A Massive, Overlooked, Secular Trend.

Q. What has demonstrated a compounded annual growth rate (CAGR) of 10% per year for the past 13 years? What puts on a growth spurt each and every time an economic crisis presents itself? What typically results in inflation when

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Secular Investments for a 21st Century Cold-War Era.

In the year 2020, with the potential banning of TikTok and WeChat to American users, based upon potential national security threats, the public is gradually, somewhat begrudgingly, becoming aware that the world is NOT the same in terms of personal

Posted in Open Blog

20th Anniversary of the Large Cap Model Portfolio. Some Reflections Over That Time and Lessons Learned.

The model portfolio was started on July 8th, 2000. From the outset, the purpose of the portfolio was a real world test of a long held premise. It was my contention that one could bridge the gap between active management

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