IN THIS ISSUE

1. Fortune Tellers

2. Stock Picking Hindsight is 20-20

3. Robinhood Gamification

ONE MORE THING...

Money flows vs Market concentration - Hedge funds vs Indexing - Market Lingo translations - Double-Digit Gains in 2020! (they still underperformed)

IN THIS ISSUE

1. Cramer: “Bonds are now riskier than stocks”

2. Concentration - Watch This Space

3. We have a vaccine

4. All polls are wrong, but some are useful

ONE MORE THING...

What Sharks Can Teach Us About Survivorship Bias - A scathing behavioral interpretation of America’s poor pandemic response, from the one-and-only Annie Duke - Christmas in November?

IN THIS ISSUE

1. Wall Street vs Main Street

2. What Election?

3. Political Parlor Games

4. Innumeracy

ONE MORE THING...

The Circle of Life - How is any of this actionable? - Stock splits, mathematically, are non-events. But… - Persistence

IN THIS ISSUE

1. Jumping off roller coasters

2. What Election?

ONE MORE THING...

Financial advisors might want to get their Doctorate of Psychology - What can Wile E. Coyote teach us about investing? - This should be self-evident, but isn’t. - When does dumb money become smart money?

IN THIS ISSUE

1. What card counting can teach us about beating benchmarks

2. Double or Nothing

ONE MORE THING...

Yes, Sam Dogen - No, Sam Dogen - “Leaving the party too early can cost you as much as leaving too late” - Cash is King. Until it’s not.

IN THIS ISSUE

1. Take a Risk

ONE MORE THING...

Hidden risk, or diversification at work? - The hottest hedge fund strategy faces an existential crisis - Tough Times - And the #1 stock fund manager is… - Demise of the 60/40 Portfolio