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Passive investing

Kai Volatility founder: a meaningful crisis will be allowed to happen before June 2027
12 calls: why Washington's plan is "print money, buy stocks," how a $300T equity market became too big to fail, and the 4 building blocks he says…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Long-short indexing can harvest 20%–70% in tax losses a year, Creative Planning finds
16 lessons: why past winners tend to lag the market, why taxes stop most sellers, how a $10M charitable trust pays out $12M, and the three case studies…
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Hilton Capital portfolio manager: AI needs real construction, and small caps build it
16 takeaways: 20–30% expected earnings growth, why he starts every sector at zero, ETF baskets that can drag a stock for up to a year, and booking…
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3 chipmakers are 28% of the emerging-markets index, Fidelity Canada's product VP finds
12 insights: why Canadian funds and ETFs both set records, what a doubled US bond buyback did for Bitcoin, and why he wants active managers in fixed…
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Bond index funds lend the most money to the most indebted borrowers, says Plancorp's CIO
11 lessons: why he keeps all his own money in one global fund, why a market timer has to be right twice, and why 90 of 26,000 stocks produced over half…
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Passive funds, not US deficits, are driving the bond sell-off — Tier1 Alpha CIO
8 calls: why bonds under 50 cents are underpriced, why he says Warsh's rate hikes make inflation's damage worse, and why swaps and the dollar contradict…
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AllianceBernstein portfolio manager: buffer ETFs work as a guard against investor bias
9 takeaways: why AB's buffer ETFs reset every 3 months with a ratchet, how the 15% conservative buffer stacks up against T-bills, and a premium income…
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Motley Fool Australia CIO: most people shouldn't be buying shares individually
14 principles: why he says a crash is coming and to invest anyway, his math on why Australian home loans would eat 77.5% of pay, and the five-step test…
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Crash behavior says more about risk tolerance than a questionnaire, says Plancorp's CIO
9 principles: why he treats bonds as a 4-point drag on long-term growth, why rising rates can help a bond fund, and why he plans as if an inheritance…
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A 10–11% return can end near 5% after tax, fees and bad timing, says a Canadian CPA
13 takeaways: why a Hot Wheels track made him a saver, how 11 months in cash could cost one client an estimated $3M, and a Nova Scotia tax rule that…
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Oregon taxes estates over $1M; the federal bar is $30M — J.P. Morgan wealth planning head
16 lessons: inside Bear Stearns' last weekend, tax savings clients value over beating the index, the QSBS break CPAs miss, and why the wealth transfer…
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