Finding patterns where there are none

Jackson Pollock photographed at work by Hans Namuth

Survivorship bias — Why you’re not seeing the full picture when it comes to fund management performance

Pizza massively outperformed Amazon and Google

Let’s rewind to the start of this decade. If you had to choose one stock…

Less is more. Why In-N-Out works

“I’ll have a DOUBLE-DOUBLE, FRENCH FRIES, and a VANILLA SHAKE”
-me, making easy decisions

Rebalance…just do it.

“Better learn balance. Balance is key. Balance good, karate good. Everything good. Balance bad, better pack up, go home. Understand?”

-Mr. Miyagi, The Karate Kid