I have written a variety of short research/marketing pieces that are meant to be digestible for a relatively lay audience. The pieces have been featured in many publications including VettaFi (etftrends.com), Seeking Alpha, and shakingwallstreet.com.
You can find some of these pieces below, or use the navigation in the drop-down menu above (hover over “Finance/Economics” without clicking) to search for pieces by topic.
Tradeoff Between Diversification And Outperformance
Changing Fed Policy Tools
Corona Stimulus In Context
This Yield Curve Inversion May Be Different
Does Economic Growth Drive Earnings?
Can The Decade Long Bull Market Continue?
Can Buybacks Continue To Support Valuations?
Is Passive Investing A Bubble?
Option Overlay
Real Estate As Inflation Hedge
Adapting The Approach To Value Stock Selection
The Case For International Stocks
The Case For Small Cap
Sectors Benefiting From US China Trade Deal
Impact Of Inflation And Interest Rates On Income Products
Where Inflation Goes To Hide
The Case For A Recession