Book Review: The Behavioral Portfolio
The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy. 2025. Phillip Toews. Harriman House. In The Behavioral Portfolio, author Phillip Toews — ...
Behavioral Finance
Equity Risk Premium Forum: Don’t Bet Against a Bubble?
For more insights on the equity risk premium from Rob Arnott, Cliff Asness, Mary Ida Compton, Elroy Dimson, William N. Goetzmann, Roger G. Ibbotson, Antti Ilmanen, Martin Leibowitz, ...
Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning
In the history of every great catastrophe, you will find some masterly bit of stupidity set fire to the oil-soaked rags. —EDWIN LEFEVRE, author of Reminiscences of a Stock ...
Equity Risk Premium Forum: The Deficient Market Hypothesis
For more insights on the equity risk premium from Rob Arnott, Cliff Asness, Mary Ida Compton, Elroy Dimson, William N. Goetzmann, Roger G. Ibbotson, Antti Ilmanen, Martin Leibowitz, ...
Lessons in Behavioral Bias: The COVID-19 Equity Markets
The stock markets over the last two years have been variously nerve-racking and exhilarating depending on who you ask and when. But for behavioral finance aficionados, the ...
Fundamental Value Revisited? Three Investing Tips for “Absolutely Crazy” Conditions
“We all know the importance of fundamentals and fundamental value,” Brian Singer, CFA, said at the Alpha Summit GLOBAL by CFA Institute this past May. “ what do we do in an ...
Clarity by Design: The New Infrastructure for Investment Firms
In today’s investment environment, access isn’t the differentiator — clarity is. From AI-generated research to nonstop market commentary, information overload has become a feature, ...
Equity Risk Premium Forum: MMT, Looking Back, Looking Ahead
For more insights on the equity risk premium from Rob Arnott, Cliff Asness, Mary Ida Compton, Elroy Dimson, William N. Goetzmann, Roger G. Ibbotson, Antti Ilmanen, Martin Leibowitz, ...
How Goals-Based Portfolio Theory Came to Be
The following is excerpted from Goals-Based Portfolio Theory by Franklin J. Parker, CFA, published this year by Wiley. “I’ve heard people compare knowledge of a topic to a ...
Redefining the Retirement Income Goal
The following is based on “Redefining the Optimal Retirement Income Strategy,” from the Financial Analysts Journal. Financial planning tools largely assume retirement spending ...
Decoding the Crypto Mindset with NLP: Bitcoin, Reddit, and FTX
The Bubble That Popped But Didn’t Deflate When financial bubbles burst, they usually, you know, burst. So, when the FTX crypto exchange collapsed last November, many crypto ...
Debunking the Myth of Market Efficiency
Sixty years after it was first formulated, the core tenet of the efficient market hypothesis (EMH) — that stock prices fully reflect all available information — is still considered ...
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