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Policy in a World of Pandemics, Social Media, and Passive Investing

Investment Implications of Flattening the Curve

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The Illusion of Skill - Evaluating Funds With Skewed Distributions

     The Sharpe Ratio: A Blunt Weapon - Hiding the Risk of Asymmetric Returns

Last week on Friday, one of my best managers, Wayne Himelsein, explained why he passed on AMD at $10 back in April, but was happy to buy it at $16 in June. Since then, AMD jumped 23% in just five trading days proving Wayne’s point that the best inves...

Upside Down - Is there any upside to the downside?

"Education is a refuge in adversity" ~ Aristotle

About five years ago, I had a relatively bad cycling accident, where an elderly driver made a wider-than-they-should’ve turn into a parking lot, leaving...

Advanced Micro Devices closed just under $10 at the end of November, 2007. This was the high-water mark for the next 9 years. In 2017, AMD finally broke through $10 to trade as high as $13 before falling back under $10 in April 2018. On the next upsw...

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Because of the stay-at-home order and related effects of COVID-19, Logica was unable to meet the original filing deadline for its ADV, and relied on the SEC CV-19 order to file by the extended deadline.

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