Investing Is Hard

May 24, 2018

After last week’s posts on how I invest, I have been talking with a number of people, in person and online, about how they approach investing. It has been a very interesting and educational week, and I have come out from it with one conclusion: investing is hard.

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Indices: Market-Cap Weighting and Beyond

May 23, 2018

We closed yesterday’s post on passive investing with the observation that while market-capitalization-weighted indices (i.e., stock indices that include stocks based on how much the company is worth) have certain biases baked in, other indices have their own—but different—biases. There really is no perfect solution, and you just have to be aware of the bets you are making. That is what we will talk about today.

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Different Ways to Be a Passive Investor

May 22, 2018

After last week’s series about how I invest, a reader raised an excellent point with respect to passive investing. With all of the flows into passive strategies—pushing many stocks higher without regard to their individual merits—is it a safe time to go passive?

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Monday Update: Growth Rebound Continues

May 21, 2018

Last week's economic news was all about whether there are signs of a rebound after a weak first quarter. This week will be a slow one, but the releases we will see are important.

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How I Plan to Invest

May 18, 2018

After going through my investment thought processes over the past couple of days, today I am going to outline—in general—what I actually plan to do with my excess cash. So, let’s revisit some of the ideas we’ve talked about this week.

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Appearance on CNBC's Power Lunch, May 17, 2018 [Video]

May 18, 2018

On Thursday, I appeared on CNBC's Power Lunch to discuss the current state of the market, rising rates, and investor skepticism. Overall, things are good, so how much better can they get? Listen in to learn more.

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Where Can We Beat the Market?

May 17, 2018

We closed yesterday’s post on whether markets are efficient with the conclusion that it could be possible to beat the market. But, to do so, we would need either better information or to view things differently—specifically referencing time horizons as one way to do that. Let’s start with a couple of areas where better information is a real possibility. Then, we’ll take a deeper look at the second idea, which is both more subtle and more interesting.

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Upcoming Appearances

Tune in to CNBC’s Squawk on the Street this Friday, May 25, between 10:00 A.M. and 12:00 P.M. ET to hear Brad talk about the markets. Exact interview time will be updated once confirmed. Check your local listings for availability. 

Tune in to Bloomberg Radio’s Bloomberg Markets on Thursday, June 14, at 3:45 P.M. ET to hear Brad talk about the markets. 

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The information on this website is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

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