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by Erik Conley
In the last piece I told you why I built a system instead of trusting my gut. This one is about the ideas inside that system. The handful of principles everything else is ...
by Erik Conley
Drawdowns - The #1 Performance Drag The market is the most dangerous when it feels the safest. In June 2007, junk bonds - the riskiest corner of the bond market - were priced ...
by Erik Conley
Market tops rarely announce themselves. They emerge gradually, through a combination of overly-optimistic expectations and assumptions, subtle shifts in the macro picture, and a creeping deterioration in market structure that most investors overlook ...
by Erik Conley
I'm here to debunk a claim that I've been hearing from some very knowledgeable people, but this claim is not supported by the facts. I'll get to that in a minute, but first, ...
by Erik Conley
Often Wrong (but never in doubt) Why you should be skeptical about market predictions. I've been in this business a long time, and it never ceases to amaze me how the guru-of-the-day acts ...
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