Our readingWhat is a korrent?
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Drawn from what Nick Maggiulli and Ray Dalio said
What these subjects mean
stock market Equities as a whole: what returns have been, whether prices carry information, and what attention does to them.
investing Putting money into markets on purpose: what a portfolio is for, whether active management earns its cost, and what money is actually a means to.
In the views oninvestingunder our view: A portfolio is something to be held through a cycle, not predicted