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How much passive investing is too much?
Warnings that index funds have broken the stock market all imply a threshold: a share of the market at which price discovery fails. Nobody making the argument names it. Owen Lamont, writing in the Financial Analysts Journal, argues that no such number exists short of complete passive ownership, and that what actually determines whether prices stay informative is who is left doing the trading. His case, the strongest peer-reviewed research against it, and what the performance
Robin Powell
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Seven things the tech sell-off tells us — and three things it doesn't
The tech sell-off wiped more than $800 billion from software stocks alone. Here are seven lessons evidence-based investors should take from it — and three things it doesn't tell us about what comes next.
Robin Powell
Feb 59 min read
Fewer bubble warnings mean greater danger
Bubble warnings spiked in late 2025, then faded — but AI stock valuations haven't budged. New research analysing over 5,000 crashes reveals why that's significant: at genuine peaks, warnings are rare and sceptics are ignored. Widespread concern may actually signal safety.
Robin Powell
Jan 2710 min read
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