I had a really nice time speaking on a panel the other day with my friend Julie VerHage (Bloomberg), Betterment founder Jon Stein and LearnVest founder John Gardner. We discuss the challenges and triumphs of the FinTech space along with some inside baseball stuff about integrating products into banks and brokerages that were built in…

It’s getting old, this game.

Will there be a point in time during which there are no international uncertainties?

Anyway, just wanted to share.

I almost never do tweetstorms, the form itself is utterly appalling. Especially when the tweets aren’t numbered and they appear in different people’s timelines in a disjointed, jumbled order. But I accidentally did one this morning on the 83rd anniversary of the Banking Act of 1933, more commonly referred to as Glass-Steagall. On June 15th,…

Chart

If we’re keeping score, Deutsche Bank is winning the race to zero btw.

Here’s a game I stopped playing a while ago and it’s been a very good development in my investment philosophy. Sector bets, as a trader, are a good way to categorize and exploit where the momentum is. But as an investor, worrying a lot about this sort of thing is probably a mistake. Because there’s very…

Outflows from equity funds have been vicious this year. It’s been particularly pronounced when looking at Europe-focused ETFs and mutual funds as well as the FTSE-benchmarked UK stock funds. This is being driven, most acutely, by Brexit fears, as opposed to the belief that the Fed is up to an imminent rate hike. The macro strategy…