The Journal RecordTight labor market cause for national soul searchingPublic versus private investmentsLeading indicatorsMeet Mr. MarketOptimism vs. enthusiasmThe case for optimism over pessimism, actions over wordsIn markets, the rules changeBig tech layoffs have ripple effectsHmm, that’s weird – e-commerce editionMini-crisis for small and regional banksInvestors wake up to cash yieldsHmm, that’s weirdIt’s morning in OklahomaHousing – something must givePros and cons of artificial intelligenceRevisiting muni bondsLooking inward and outwardCapitalism – spread the wordCopper vs. gold – interest rate implicationsRevising bond conclusionsRevisiting CAPE TownMeme stocks – practical and academic implicationsLearning to appreciate in-person instructionWe didn’t start the fireValuation vs. fundamentalsRevisiting goldRevisiting fallen angelsInterest rates – implications for stock valuationsInflation expectations – implications for nominal yields, Part 2Inflation expectations – implications for nominal yields, Part 1Inflation and prospects for hard landingsInflation and prospects for soft landingsESG principles may require compromiseDon’t be afraid of buying on a war scareDecline of rationalityDeep-dive analysis not necessarily beneficialSmall-cap disparitiesAnalyzing municipal bond yieldsBig Macs and currenciesCountering affinity biasCountering regret-aversion biasCountering status quo and endowment biasesCountering overconfidence biasAnatomy of a bubbleRedundant capitalThe Dunning-Kruger EffectBubble prerequisitesFundamental vs. technical analysisCountering ambiguity biasInflation risk revisitedLoss aversion revisitedAvoid market timingPoker face optionalGauging investor enthusiasmThe ‘golden constant’Market narratives – election editionBuffett’s cautionIs Buffett buying gold?Individual investors – what does Buffett think?Market concept of D.C. Put explainedInvestment vs. speculationInflation riskStock market valuation considerationsYield vs. total returnMarkets overshootMargin of safetyShrinking equity risk premiumIndex investing – cyclical and secular dynamicsReflexivity – How stock prices can influence underlying valuesLife insurance conundrumThe private equity preferenceFed Put – alive and wellHigh-yield bond market analysisCrude oil and the U.S. dollarBond diversificationDonor-advised fundsValue investment philosophyOh the disparity – Part VOh the disparity – Part IVOh the disparity – Part IIIOh the disparity – Part IIOh the disparity, Part IDo earnings matter?Of tariffs and politicsLast call for tax planningSeason of givingHedging – often overcomplicated, Part IIHedging – often overcomplicated, Part IFERC policy updateJustifying international equitiesGauging market fearEmerging market bondsCrisis in TurkeyTesla folly – Part IITesla folly – Part ISTUB – No echoes from 2008 nowValue vs. growth delineated by market capIn desperate need – required financial educationShort covering strategySocial Security strategyCash no longer yields near zeroJunk bonds – tax reform and valuationRental homes – it can’t be that easyFERC policy change – Part IIIFERC policy change – Part IIFERC policy change – Part IComparative analysis – divergent capital structuresDistributable cash flowCrypto Mania – Part IICrypto Mania – Part 1Relevance of book valueHistory lesson – Tulip ManiaTime-weighted vs. money-weighted returnsValue vs. growth revisitedLower tax rates – muni bond implicationsFIZZ – thou doth protest too muchOverreliance on company guidanceBlack Monday – 30 years laterMall death fears overblownAdjusted earningsOverconfidence – what you don’t know can hurt youBonds – substance over formInformation overloadDon’t forget to rebalanceMidstream fundamentalsThe proper asset allocationTax reform – C’mon guys – Part VTax reform – C’mon guys – Part IVTax reform – C’mon guys – Part IIITax reform – C’mon guys – Part IITax Reform – C’mon guys – Part IHistory lesson – early days of Berkshire HathawayA digression on diamondsRisks posed by investor complacencyDiversification – your one free lunchCapital market expectations2017 themes – sector implicationsThe highest-quality junkThe endowment modelThe investment policy statementGlobal Investment Performance StandardsThe case for bondsFinding value in closed-end fundsWage gains to persistInvestment risk mismeasurementThe power of compounding interestActive management vs. passive investing – Part 4Active management vs. passive investing – Part 3Active Management vs. Passive Investing – Part 2Active management vs. passive investing – Part 1Value vs. growthWhat is the best way to own MLPs?A macro look at profit marginsSovereign bond yields and greater fools