#28 Reflections on Investing : Fixed Income?

Until recently fixed income has offered high risk and low return. It looks like things might be changing. We take another look.

#35 Reflections on Investing : Inflation and Relative Prices

#34 Reflections on Investing : The Shiller CAPE Ratio

#33 Reflections on Investing : Interpreting the Market P/E Ratio

Investor Memo Q2 2022 : Taking Stock