Ray Dalio changes his tune on President Chaos
Dalio was originally optimistic on Trump’s willingness to break the mold
QOTD: You will always find what you need
Question: What do you know with a high degree of confidence about investing that does not require any statistical support?
Panel: The Triumph & Trouble with Indexes
Whoa
Hot Links: Another Debacle
What I’m reading this morning
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
Clips From Today’s Halftime Report
Same Old Performance Chase
I keep up to speed with fund flows – specifically ETF flows – because I think they give me a good sense of what my colleagues in the profession are doing and how investors are feeling about various asset classes / investment themes on a general basis. In the last month, it would appear that they…
Clips From Today’s Halftime Report
Hot Links: People Like Cats
What I’m reading this morning











