The Europeans were a few years late to QE, but they’re now making up for it with a vengeance.

If this stuff sounds obvious to you, know that you are fortunate and probably very experienced.

It’s been a crazy-hectic week for me, but mostly good stuff happening. Preparations for the Evidence Based Investing Conference are underway and we’re on the verge of announcing some major new speakers. I can’t wait to tell you about them. In the meantime, the firm just blew through a major milestone in the last week….

In the 1980’s and 1990’s, private equity and hedge fund strategies were new and novel. They were the province of only the most sophisticated investors and very little understood. They were small, relative to public equity mutual funds, and their methods for making money were unique. As such, they were incredible places to put money….

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“…this wall of money…”

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Are you going? If so, I’ll see you there!