The Other Side of Obvious

The Other Side of Obvious

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Portfolios Update #3
“Ascend” Portfolios (Week 5): Volatility Continues to Weigh on Stocks
Sep 11 • Sean Robinson
Portfolio Cover-ups
How "Cosmetic Investing" Hurts our Portfolios and What to Do About It
Sep 10 • Sean Robinson

August 2026

Buy Change
Buying into Structural Change Pays Off Over the Long-Run
Aug 27 • Sean Robinson
Bonds & Organized Chaos
How Fed Chairman Warsh’s Plan Is Creating Discomfort for Markets & Lawmakers
Aug 23 • Sean Robinson
Portfolios Update
“Ascend” Portfolios (Week 3): A Week of Volatility Driven by Multiple Stories
Aug 21 • Sean Robinson
The "Ascend" Portfolios
Three ETF Portfolios Intended to Track, Beat or Overpower the Market
Aug 14 • Sean Robinson

July 2026

When Good Investing Tools Go Bad
How Once Reliable Investing Ideas Lose their Luster
Jul 23 • Sean Robinson

June 2026

Investment Iatrogenesis
How Naïve Intervention Can Ruin Your Investments
Jun 25 • Sean Robinson
Space: Own The Spectacle
Our Economy is about to Gain a New Geography
Jun 12 • Sean Robinson
25% Annualized Rate of Endurance
Why Extraordinary Returns Demand Extraordinary Restraint
Jun 1 • Sean Robinson

April 2026

The Leading Economic Index
One of the best (and overlooked) tools for investors
Apr 9 • Sean Robinson

March 2026

Oil's Persistent Pattern
The Illusion of the Unprecedented
Mar 22 • Sean Robinson
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