Research. Reviews. Ideas. Built for investment professionals.

Future States


Inside Investing is Joining the Enterprising Investor

We started Inside Investing to give thoughtful members of the investment community a place where they could share their insights with an audience of curious investors, and we’ve had remarkable success doing that.

Is AI the New RIA?

Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots.

A fast-growing segment of the investment advisory market focuses on providing… READ MORE ›

Watch Energy and Guns on the Trip to the Peak

Unlike drones and more like electrocardiogram plots, investments rarely go in straight lines but rather undulate, frequently reversing directions, which is normal.  As has been stated in my past posts, I believe that our current journey will take us… READ MORE ›

What Have We Become? The Wolf of Wall Street vs. It’s a Wonderful Life

Many of us had the blessing of spending some quality time with our families over the holiday break. For my family, it was a rewarding time. We… READ MORE ›

Peak Ahead, But Not Just Yet

(Editor’s note: This article was originally written on 15 December).

In a somewhat long, scary piece on the re-hypothecation of gold bars, John Hathaway of Tocqueville Asset Management intones, “In the financial markets, a person that is one step… READ MORE ›

The Secret Revolution in Finance

The cold war in the world of trading and information is heating up, as Reuters scrambles to move clients over to a new platform. But this makes me ask myself two questions:… READ MORE ›

Behavior Patterns Help and Hurt

Investment professionals and seasoned investors prize numbers that include repetitive patterns. With these abstractions of reality we can build nice neat statistical formulas that give us a good chance to be correct most of the time. The problem with… READ MORE ›

Risks Found in this Week’s Readings

Each week I feel like a one-person research or reconnaissance staff looking through the information clutter trying to avoid Improvised Explosive Devices (IEDs).  I hope to dance through the minefield that is out there. Like most destructive forces, IEDs… READ MORE ›

Meet The Hedge Fund Manager Who Asks: Why Are You Not Indexing?

Conventional wisdom says that if you want to make money in the stock market, you need to exercise fanatical discipline and develop unique competence as an investment analyst.

Lars Kroijer thinks that’s all kind of a waste of time… READ MORE ›