The Holy Grail of Investing Sometimes the allure of the myth overwhelms the reality. The reality is that good investing is hard. The Holy Grail of investing is a system that can be employed to consistently beat the market. Countless investors have destroyed fortunes in search of this Holy Grail. Factor-based investing, trend-following, technical analysis, Read more about The Holy Grail of Investing[…]
Links 1/27 It’s hard to believe that January is almost over. I hope you are still on top of your resolutions. Remember, that if you can make it 30 days, your odds of success goes up dramatically. Hang in there, and enjoy some weekend reading. To Start: Amazon has got something for you Star Trek Read more about Weekend Reading Links 1/27/17[…]
Hello everyone, and welcome to the first Weekend Reading Links of the New Trump World Order. I will spare you my feelings on the topic except to say that this is the world we live in now and I still plan to work hard at making myself better and providing as much value to the Read more about Weekend Reading Links 1/20/2017[…]
It’s a brand-new year, and I am looking forward to a lot of exciting things going on. In fact, I need to try and keep this short so I can work on a few other things before closing the night with my LeCarre spy novel. I just started teaching again this week, which is always Read more about Weekend Reading Links 1/06/2017[…]
It has been a truly memorable year with plenty of surprises. I am personally looking forward to 2017, and excited at what it has to offer. I just finished reading the Walter Isaacsson Ben Franklin biography and I have to recommend it to anyone who either has an interest in American history or just would Read more about Weekend Reading Links 12/30/16[…]
Well it’s a little late but here are some interesting things I read this past week. Investing Barry Ritholtz gives us six things to consider as the market reaches new highs. (Wealthmanagement.com) Brian Singer on the market impact of geopolitics. (blog.williamblairfunds.com) Technology The Google Self driving car. (Reuters.com) These cyber attacks on the Read more about Weekend Reading Links 12/17/16[…]
One of my favorite investment writers, and now also podcaster, is Meb Faber. He always has great insights backed up by lots of data. However, one of the things that I disagree with him on is the usefulness of CAPE (Cyclically Adjusted Price Earnings) as a valuation metric. His latest post on the subject (link Read more about Incredible Investors Should Leave Their CAPE at Home[…]
Here are links to some of the best stories I’ve read this week. Spend some time at your favorite coffee shop this weekend and get caught up on the world. Artificial Intelligence: A quick hitter on where we are on the Artificial Intelligence Apocalypse timeline. Books: Speaking of Artificial Intelligence if you want Read more about Weekend Reading Links 12/3/16[…]
Any investor trying to play a Trump agenda investment strategy is setting themselves up for trouble. The hard reality is that no one really knows what parts of Trump’s campaign policy will actually get accomplished. Since being elected, he has already dialed back much of his tough campaign talk, and other items on the agenda Read more about Donald Trump and the Foreign Policy Dice Game[…]
I’ve heard numerous pundits and investment talking heads issue the same dire warning: “Stock buybacks are artificially propping up the market and this will end badly”. In fact, this is the second most popular artificial stock market propper-upper next to the Federal Reserve (I’ve defended the Fed here and will have more to come on that soon). Read more about Why Stock Buybacks are Good For the Market and the Economy[…]