There is no doubt that automation and AI will continue to impact the financial industry in the coming years.  But as I read about Wells Fargo using AI to rate stocks, three things came to mind that bring to light the benefits and the challenges of automating the research process...

It's hard to ignore the bubble-like quality of cryptocurrencies.  Now before you dismiss me as a crypto-hater, let me qualify this by saying I agree with Jack Ma's (and others') take that blockchain technology is indeed impressive with so many potential applications...

I have experienced a number of significant life changes in recent years.  One of the most powerful has been incorporating a mindfulness practice into my routine...

Yesterday morning my wife and I had "the talk."  I was a bit caught off guard.  Not really ready to talk about it yet.  Not sure how to handle all the questions that would arise.  Just not sure we were ready for this.  That's right, she asked me what Bitcoin was...

The "macro" side of behavioral finance involves getting inside the heads of other investors to take advantage of the irrational decisions that people tend to make with their investments...

I've often viewed new financial product launches as a contrarian signal.  Similar to magazine covers and above-the-fold headlines, a new product often signifies that the idea behind the product has already played out. ..

As I continue my quest to clean out my Pocket queue, I came across an article from Ben Carlson on his A Wealth of Common Sense blog called "The Art of Doing Nothing." In my endless pursuit of the perfect work/life balance, I have often thought about the trap of "busyness" and the perils of pursuing perpetual productivity...

When I saw this Bloomberg article on bubble conditions, I immediately thought of last weekend at the Behavioral Finance Symposium in San Francisco.  I helped run a workshop on the relationship of behavioral finance to trading and technical analysis...

Three things bothered me about this article about the Hang Seng selling off one day.  First, why does there always have to be a reason for the market to sell off?...

I recently attended the 30th annual conference for the International Federation of Technical Analysts (IFTA).  The IFTA Conference is held in a different location every year, and this year's event brought us all together in beautiful Milan.