Broken or Bent?
In his 1973 book, “A Random Walk Down Wall Street,” Burton Malkiel wrote that “a blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would… Read more »
Category Archives: Global Investing
The Curious Case for Emerging Markets
In last week’s post, I wrote about the evolution of Emerging Markets investing over the last ~40 years. In it, I shared this tweet from Morgan Housel: It reminded me… Read more »
Not Your Father’s Emerging Markets
It felt great to be an investor in Emerging Markets in 2017. Thus far in 2018? Not so much. “Less than a year? That’s just noise”, you might say. “Let’s… Read more »