Making an Explicit Choice: The Status Quo vs Real Change
Here’s the uncomfortable truth about social change: most people who say they want it are also getting something out of keeping things the way they are.
Latest published articles
Mortgage Markets and the Credit Crisis: What Went Wrong
Book: Financial Markets and Institutions, 11th Edition Author: Jeff Madura Publisher: Cengage Learning, 2015 ISBN: 978-1-133-94788-2
Chapter 9 is the one where everything comes together. Madura covers how mortgage markets work, the different types of mortgages, how they get packaged into securities, and how the whole system collapsed in 2008. If you want to understand the credit crisis, this is the chapter to read.
Product Design in Behavioral Finance
Chapter 7 of “Behavioral Finance for Private Banking” is about structured products. If you’ve never heard of them, don’t worry. Most people haven’t. But by the end of 2007, there were more than 340 billion Swiss francs invested in them in Switzerland alone. That’s 6.5% of all assets under management. Over 20,000 different structured products listed on the Swiss stock exchange.
Real Estate Tax Basics Every Investor Should Know
Book: Real Estate by the Numbers | Authors: J Scott and Dave Meyer | Chapters: 12-13
← Net Present Value and Internal Rate of Return | Asking the Right Questions About Investment Returns →
Sovereign Bond Spread Measures and Asset Swap Analysis
This is the second half of Chapter 5, where the authors get into the weeds of how to actually measure value in bonds. If the first half was about understanding the yield curve, this half is about the tools you use to identify which bonds are cheap and which are rich.
The Danger of 'Risk-Free' Profits: Arbitrageurs (Chapter 17, Part 2)
When Arbitrage Breaks
In the second half of Chapter 17, Larry Harris explains why being an arbitrageur isn’t just about finding a “money machine.” It’s a risky business that requires massive capital and perfect timing.
The Follower Investor Type Explained - Behavioral Finance Chapter 9
Chapter 9 of Behavioral Finance and Investor Types by Michael M. Pompian introduces the Follower. And honestly, this one probably describes more people than any other type in the book.
The Future of REITs: Technology, Global Markets, and Economic Shifts
If you’ve been following this series on Mike Hartley’s Real Estate Investment Trust Investing, you already know the basics of how REITs work and how to build a portfolio. But here’s the thing. The REIT world isn’t standing still. Technology is changing everything, global markets are expanding, and economic shifts keep reshaping the landscape. So let’s talk about where REITs are headed.
The Money in the Gloves: How a Banking Scandal Shaped a Family
The epilogue of Shortfall is short. Just a few pages. But it might be the most honest part of the whole book.
The Six-Month Checkup: How Peter Lynch Reviews His Portfolio
Book: Beating the Street by Peter Lynch with John Rothchild | ISBN: 978-0-671-75915-5
Buy-and-forget investing sounds great in theory. In practice, it can be dangerous. Lynch points to IBM, Sears, and Eastman Kodak as proof. All three were blue-chip giants. Investors who bought and forgot are sorry they did.