Meme Stocks and Market Structure

Just months after the GameStop episode, the impact of the infamous retail-investor-led short squeeze has faded like a bad dream. Or has it?

Too Much Information

For investors today, one of the hardest jobs has become knowing what to ignore.

Down the Rabbit Hole

Lewis Carroll’s Alice in the Wonderland can seem the perfect metaphor for a market trading at record valuations amid a global pandemic. But the most insightful perspective may come from a line in the movie.

Out of Our Minds—From the Beginning

Before everyone knew them as “factors,” quality, growth, and value indications were the way we identified good companies, in a way that fit our personalities.