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marketplace madness

Apparently I’m one of only 5% of Americans who buys health insurance on the individual (non-group) market. I hear that “five percent” figure mostly from politicians trying to downplay the impact of a national Health Insurance Marketplace rollout that has gone hellishly wrong.

global portfolio return attribution

The topic at hand has to do with if a global portfolio manger outperformed (or underperfomed) a benchmark, what was the cause of the outperformance (or underperformance)? Was it primarily about stock picking in certain countries? Or the overweighting of certain countries’ markets?

boy dreams

Earlier this week I dreamed we were living in a post-apocalyptic future where electricity was either scarce or non-existent, and we lived in a shanty… Read More »boy dreams