More From robbennett


Is Shiller Losing Confidence in His Own Research?

I believe that Robert Shiller is gradually losing confidence in his own research. He still has confidence in the findings. The findings are rock-solid and there is no reason to doubt them. But what really matters are the how-to implications of the research — what should investors be doing differently because of Shiller’s finding that […]

I Like Cash Because I Like Stocks

Cash is at one side of the risk/reward spectrum of investment possibilities. Stocks are at the other end of the spectrum. Stocks are risky but offer great returns. Cash is safe but offers poor returns. Q4 2020 hedge fund letters, conferences and more Right? Stocks vs Cash: Returns And Risks I don’t think that’s quite […]