Triggered Disclosures: Escaping the Disclosure Dilemma
In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs)...
The New COVID Variant Investment Thesis For Stocks And Real Estate
The new COVID variant, Omicron (B.1.529) was first detected in South Africa in November 2021. Omicron is quickly becoming the dominant COVID variant. i Preliminary...
Smart Money-Saving Year-End Tax Moves To Make
Taxes are our largest ongoing liability. As a result, it behooves us to optimize our taxes as much as possible. This post will discuss all the...
Back in the Classroom: Time to Teach!
At the start of every semester for as long as I can remember, I have invited people to sit in informally on my classes at...
Managing across the Corporate Life Cycle: CEOs and Stock Prices!
One of the big news stories of last week was Jack Dorsey stepping down as CEO of Twitter, and the market's response to that news...
How To Pay For A First Class Airline Ticket Without Feeling Remorse
If you’re like most people, you want to get as much value out of any purchase as possible. Therefore, you’d probably never buy a First...
New Fundrise Performance Track Record Tool To Boost Transparency
Fundrise is a leading real estate investing platform today with over 250,000 clients and $1+ billion in assets under management. The firm recently launched a...
I Bond Returns: Almost Too Good To Be True
Some people think sugary processed foods are why we get soft. Other people argue transitioning from a labor-intensive to a capital-intense economy makes us less...
Negative Real Mortgage Rates Means Don’t Pay Down Extra Principal
As a homeowner with a mortgage, the holy grail is having a mortgage rate below the 10-year bond yield. When you have this situation, it’s...