Quantitatve easing is NOT going away. Every major country is running a deficit. If they are all net borrowers then who is the lender? The central ban….

I don't often know where my ideas come from. Maybe it's the fact that I'm obsessively regimented in my analysis, borderline autistic. But whether it'….

When you're in a major market downturn, the beta eats the alpha..

The trick is to take risks and be paid for taking those risks, but to take a diversified basket of risks in a portfolio..