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Inside Our Model Portfolios: The Strategic Blend 60/40
How the portfolio is built, and how it held up in Q3 2026
Investment Insights.
Weekly commentary on markets, the economy, and investor behavior. Principle-based, not prediction-based. Published on Substack.
Anchor Pieces
If you're new here, start with these.
Three foundational pieces that capture how I think about markets, forecasting, and the long-term investor’s job. Hand-picked, not chronological.
Long-Term Perspective
May 11, 2026 · 9 min read
Free
Where Could the Dow Be in 30 Years?
What 97 years of S&P 500 history tell us about the next 30. The case for time in the market over timing it — with the math.
Read on Substack →
The Investor’s Advocate
April 21, 2026 · 8 min read
Free
Experts Are Having Another Tough Year
How Wall Street keeps missing the rallies that follow the scare — and why pessimism almost always sounds smarter than it pays.
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Model Portfolios
April 14, 2026 · 11 min read
Paid
Introducing the InvestmentInsights.com Model Portfolios
Five principle-based strategies for every type of self-directed investor — from conservative income to aggressive growth.
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Recent commentary.
Pulled live from the Substack feed. New posts appear here within an hour of publishing. Click any post to read the full piece on Substack.
Market Commentary
What a 73% Favorite Really Means
Prediction markets are pricing the midterms. The stock market has its own odds: it rose in 72 of the last…
Markets Economy
U.S. Debt Has Passed $40 Trillion. What It Means for Long-Term Investors
The federal debt is growing faster than the economy that supports it. Here is what it means for your portfolio.
Uncategorized
What Is a Neocloud, and Why Is Wall Street Suddenly Nervous About Them?
The AI boom's most leveraged companies carry heavy debt against fixed-price contracts. A lesson from the last bubble on why…
Uncategorized
Inside Our Model Portfolios: The Multifactor 60/40
How the portfolio is built, and how it held up in Q3 2026
Long Term Perspective
Profits Drive Prices: 98 Years of S&P 500 Earnings
Earnings are the magnet that has pulled stock prices higher over the long term.
Market Commentary
Forecasters Predict Because They're Asked
The most respected pollster in Iowa missed by 16 points. After 40 years in markets, I've stopped expecting forecasts to…
Uncategorized
Inside Our Model Portfolios: The Tax Aware 60/40
How the portfolio is built, and how it held up in Q3 2026
Uncategorized
The Investment Insights Archive: Every Article, Organized by Topic
Principle-based investing for long-term investors: Quick links to our Substack articles. Our fund research reports, model portfolios and more are…
Market Commentary
You Can't Predict Interest Rates, but You Can Prepare for Them
Eleven times since 1928 the 10-year yield rose a point or more in a year. Where it started decided how…
Uncategorized
Inside Our Model Portfolios: The Passive 60/40
How the portfolio is built, and how it held up in Q3 2026
Market Commentary
Monthly Market Commentary | October 1, 2026
The Bond Market Paid for September
Inside Our Model Portfolios: The Strategic Blend 60/40
October 26, 2026
How the portfolio is built, and how it held up in Q3 2026
Read on Substack →U.S. Debt Has Passed $40 Trillion. What It Means for Long-Term Investors
October 22, 2026
The federal debt is growing faster than the economy that supports it. Here is what it means for your portfolio.
Read on Substack →What Is a Neocloud, and Why Is Wall Street Suddenly Nervous About Them?
October 19, 2026
The AI boom's most leveraged companies carry heavy debt against fixed-price contracts. A lesson from the last bubble on why a technology can win while its stocks lose.
Read on Substack →Inside Our Model Portfolios: The Multifactor 60/40
October 19, 2026
How the portfolio is built, and how it held up in Q3 2026
Read on Substack →Profits Drive Prices: 98 Years of S&P 500 Earnings
October 15, 2026
Earnings are the magnet that has pulled stock prices higher over the long term.
Read on Substack →Inside Our Model Portfolios: The Tax Aware 60/40
October 12, 2026
How the portfolio is built, and how it held up in Q3 2026
Read on Substack →The Investment Insights Archive: Every Article, Organized by Topic
October 9, 2026
100 articles from the newsletter on markets, investing principles, private markets and AI. Fund research reports, model portfolios and Investment Academy are at InvestmentInsights.com
Read on Substack →You Can't Predict Interest Rates, but You Can Prepare for Them
October 8, 2026
Eleven times since 1928 the 10-year yield rose a point or more in a year. Where it started decided how much it hurt, and a good bond manager keeps both…
Read on Substack →Inside Our Model Portfolios: The Passive 60/40
October 5, 2026
How the portfolio is built, and how it held up in Q3 2026
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