Why I couldn’t help torching my equity funds
My contrarianism always overwhelms common sense, experience and learning
Related reading
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises
Private credit isn’t the problem — concentration is
Diversification is the foundation of good investing
The liquidity curse for investors
Instant ability to trade tempts many to make bad decisions
Private credit’s stale pricing problem
More frequent asset valuations can boost market resilience and investor confidence
Private credit’s moment for a healthy reset
Recent ructions highlight the case for better scrutiny of the asset class