Tag: stimulus

Stimulus or Broken Window? Beware Diversification Fallacies

By John Jagerson

By exploring the parable of the broken window we can better understand the real impact of a stimulus package. We can also better understand diversification risks investors face, but often ignore.

How Investors Profit from Infrastructure Spending

By John Jagerson

When the U.S. government announces plans to increase spending on infrastructure projects this should be viewed as an opportunity for investors. In this article we help you navigate the risks and opportunities associated with infrastructure spending plans.