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Investment Iatrogenesis
How often are portfolios ruined by naïve intervention? Not “wrong” choices, but unnecessary choices. There is a simple way to avoid iatrogenesis.
Jun 25
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Sean Robinson
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Space: Own The Spectacle
The SpaceX listing on Nasdaq presents a vivid dream: investor’s can, in a sense, own a piece of the amazing spectacle we call Space.
Jun 12
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Sean Robinson
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25% Annualized Rate of Endurance
So, how do investors achieve stellar-like returns without compiling a series of big short-term bets? The surprising answer is endurance.
Jun 1
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Sean Robinson
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The Leading Economic Index
While investors tend to fixate on the present, the LEI continues to be on of the most reliable (and overlooked) forward looking investing tools.
Apr 9
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Sean Robinson
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Oil's Persistent Pattern
Oil markets, dramatic as they appear in the moment, tend to behave like a theatrical performance. The chaotic loudness ultimately becomes temporary.
Mar 22
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Sean Robinson
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Shadow Indicators
An obscure set of economic and logistical signals anticipated the Iran escalation with uncanny clarity. Read how "shadow indicators" help investors…
Mar 12
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Sean Robinson
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Flattened
Market data is abundant, yet the range of interpretation often feels narrow. As if everyone is explaining the same market through the same lens. Why so…
Mar 8
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Sean Robinson
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When War Breaks Out
When war breaks out, it is natural for investors to assume the market will collapse. Yet, history suggests something stranger and unexpected.
Mar 5
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Sean Robinson
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The Other Side of Obvious
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