At Komplete Investments, we approach capital management with an emphasis on context, judgment, and responsibility. Markets are influenced by shifting economic conditions, policy decisions, and long-term structural forces, and meaningful outcomes are rarely the result of isolated actions. The insights shared here are intended to support thoughtful consideration rather than immediate response. Each post offers perspective on how broader market dynamics and strategic principles intersect over time.
These articles are provided as educational resources designed to encourage informed evaluation and constructive discussion. They are not prescriptive in nature, but meant to complement disciplined oversight and individual decision-making. We recognize that effective capital management requires alignment with personal objectives, risk considerations, and long-term priorities. By engaging with this content as part of a broader framework, readers can better assess how insight, structure, and consistency contribute to sustainable outcomes across market cycles.
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I joined Dave Pederson on his new “Bigfoot” podcast to talk about a few Market Myths.
You may recognize his name. He is an award-winning documentary filmmaker and producer best known for Super Size Me and Americonned.
The post Money, Fear, and the Stories We Tell About the Economy appeared first on The Big Picture.
Today’s Animal Spirits is brought to you by Innovator: This episode is sponsored by Innovator. Learn more at https://www.innovatoretfs.com/pdf/ddq_product_brief.pdf On today’s show, we discuss: Listen here: Charts: Recommendations: Tweets/Bluesky First @BillAckman said capping credit card interest rates was a “mistake” (in a since deleted post). Now he says it’s a “worthy” goal. https://t.co/2MTvgcYXOh pic.twitter.com/WjtMxstt4a —…
* Hopefully… This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025 (excluding the 90-day suspension, and other sundry modifications, revisions, pauses, exemptions, etc.). As I noted from the start, this is a deeply flawed policy of questionable legality that was implemented haphazardly (my…
I like playing the odds when it comes to the stock market. I’m a long-term investor because it increases your odds of success. There are no guarantees but the short-term is far more volatile than the long-term. But the odds in the stock market are not static. These things are constantly changing and the results…
My end-of-week morning train WFH reads: • Even Permabears Have Portfolios. Where Jeremy Grantham Sees Value Now. The veteran investor and co-founder of GMO likes quality stocks, international value, and Japan. (Barron’s) • Beauty Has Never Been More Cutthroat. Here’s How Sephora Plans to Stay on Top. Executives at the LVMH-owned retailer offer a rare…