August 30, 2021

Reflections on Investing : Investor Demand and Stock Prices

August 23, 2021

Reflections on Investing : Stock Prices and the Fed

August 16, 2021

Reflections on Investing : FANG Stocks as Super Bonds?

August 4, 2021

Reflections on Investing : The Ten Year Treasury Bond

July 16, 2021

Reflections on Investing : Leverage

July 1, 2021

Investor Memo Q2 2021

The Rise of the Unprofitables and Market Hyperopia? Once upon a time there was great concern about “market myopia” - the tendency of

June 28, 2021

Introducing the CCG Unprofitable Index

[tcb-script type="text/javascript"]//chart options go herevar options = {height: 600,width: 1000,titleTextStyle: {fontSize: 30},chart: {title: 'CCG Unprofitable Index vs S&P 500',subtitle: 'Indexed to

June 8, 2021

Reflections on Investing : The Law of One Price

June 1, 2021

Reflections on Investing : Three Flavors of Inflation

May 27, 2021

Rational Reminder Podcast

Episode 151: Professor Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.Rational Reminder Website