by Joe Miramonti | Jan 6, 2017 | Commentary
In December we penned an article and wrote a members-only white paper on the investing implications of the Trump presidency. Regardless of one’s political leanings, we believe that the implied policy changes…
by Joe Miramonti | Dec 9, 2016 | Commentary
We have spilt much ink here over the last 6 months talking about the rise of ETF’s and the passive investing strategies that utilize them. Our primary concern has been…
by Joe Miramonti | Nov 18, 2016 | Commentary
Stress and money seem to run hand in hand in circles together around us, much like my 2 year old, arms waving and screaming. The holiday season has apparently gone…
by Joe Miramonti | Nov 11, 2016 | Commentary
We have been doing a ton of thinking around here on portfolio theory and optimization in an IOI context of late. If you’re an IOI reader or alum of our…
by Joe Miramonti | Oct 14, 2016 | Commentary
As an IOI reader, you must know that we have no love lost for multiples-based analyses. We believe they can be terribly misleading as a sole rationale for investment. On his…
