by Erik Kobayashi-Solomon | Oct 23, 2018 | Commentary
Since April of this year, we have been running a real-time case study related to incorporating option positions into the holdings of an investment portfolio of a positional, value-based investor.…
by Erik Kobayashi-Solomon | Oct 16, 2018 | Commentary
It would be the best of times, it would be the worst of times… This line – paraphrased from Dicken’s classic tale of the French Revolution – summed up the…
by Erik Kobayashi-Solomon | Oct 12, 2018 | Commentary
The biggest financial story of our lifetimes was published this week. Wall Street paid it no heed. True, markets have declined modestly for a few days, driven by – pundits…
by Erik Kobayashi-Solomon | Oct 11, 2018 | Commentary
Even before U.S. equity markets performed a subtle imitation of Wile E. Coyote on Wednesday, I had been looking at a chip company I covered as the head of Morningstar’s…
by Erik Kobayashi-Solomon | Sep 28, 2018 | Commentary
TV is dead. Long live TV. Three national network channels, PBS, and a few grainy, local UHF stations is what a lot of Gen-Xers like me grew up with. In…
by Erik Kobayashi-Solomon | Sep 21, 2018 | Commentary
One of the best things about working on Framework Investing is the people I meet. A few years ago, when I conducted my first Option Investing “Boot Camp”, one of…
