Jul 23, 2021Sticking to PrinciplesA famous American football coach once said, “You don’t rise to the occasion, you sink to the level of your training.”1 The implication is...
Jul 23, 2021Fourth Quarter 2019 Market ReviewThe fourth quarter 2019 market review has been posted here.
Jul 23, 2021How Markets Work and the FAANG MentalityHow markets work in the age of Facebook, Amazon, Apple, Netflix, and Google. (Link)
Jul 23, 2021Value Judgments: Viewing Value Through HistoryHow should we view the value investing premium in historical and recent terms? (Link)
Jul 23, 2021A Tale of Two DecadesWhile many investors are following the latest trends of the current decade, how did this strategy work out in the prior decade? (Link)
Jul 23, 2021IPOs: Profiles Are High. What About Returns?While IPOs seem like they should be the shiny and new investment, are they historically good investments? Or simply gambles? (Link)
Jul 23, 2021Timing Isn't EverythingHow difficult is trying to time the markets? So difficult over 77% of the money management experts running equity funds and 92% of fixed...
Jul 23, 2021The Randomness of Global Equity Returns-June 2019Can we predict the market returns of countries? (Link)