Investing Strategies
Found 81 Articles.
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The Intelligent Investor – Jason Zweig
Jason Zweig’s been writing a column for The Wall Street Journal for a long time. In this edition he summarizes what he’s been trying to teach over the years. (Subscription might be required.) He summarizes it as saving investors from themselves. It’s a good piece, and includes much of what I try to teach in […]
What the Super Rich Do Right, and Wrong
A new study obtained data from a firm that consolidates information on a number of superwealthy families (average net worth is $90 million) and tabulated their holdings and trades. You can find a summary here (subscription might be required). The good things the rich do is they don’t trade much, invest in vehicles open only […]
Turning Investment on its Head by Robert Haugen
You have to take more risk to achieve a higher return. That’s one of the great investment myths, and it’s widely believed. We recently lost the man who almost singlehandedly fought to expose this as a myth through research. Robert Haugen passed away at age 70. Here’s a fine tribute that discusses his best contributions. […]
Does Technical Trading Work?
An interesting profile appeared over the holidays in both Bloomberg and The Washington Post of Tom DeMark. He’s a little-known head of a research firm that provides technical trading data to big investors, such as hedge fund SAC Capital. DeMark’s expertise is known as technical trading. Technical trading ignores fundamentals. Instead, trades are based on […]
A Margin of Safety Primer
I almost always recommend a reading of the quarterly shareholder letter from Martin Whitman of Third Avenue funds. The first quarter of 2012 is no exception. In fact, it’s a special letter because Whitman recently stepped down as manager of the Third Avenue Value fund. The latest letter is a primer on Whitman’s version of […]
Good Strategy or a Contrarian Signal?
Large corporate pension funds have more of their portfolios invested in bonds than in equities for the first time in over a decade, according to pension consulting firm Milliman. Like individual investors, the pension funds don’t like what they see in stocks. There’s a lot of volatility and downside risk, and the positive potential isn’t […]
Why Buy-and-Hold Investing Doesn’t Work
Andrew Lo is a bright economist at MIT who also is involved with several financial firms. A few years ago he coined the term adaptive markets to explain something we’ve been saying for years. Markets are composed of people, and people don’t react the same way to the same stimulus every time. They learn, or […]
10 Rules for Investing
Jeremy Grantham of GMO issued his quarterly letter for the fourth quarter of 2011, and as always I recommend investors spend some time with it. This letter is titled “The Longest Quarterly Letter Ever” (it’s 15 pages) and follows last quarter’s “The Shortest Quarterly Letter Ever.” This letter has three sections. The first is 10 […]
529 College Saving Plans
Active versus Passive Investing
Art and Collectibles Investing
Asset Allocation
Bear Market
Bonds and Tips
Bull Markets
Cash Management
Commodities
Cryptocurrencies
Diversification
Dividend Investing
Endowment Investing
ETFs
Financial Crisis
Global Markets
Emerging Markets
Gold and Silver
Hedge Funds
Index Investing
Interest Rates and the Yield Curve
Investing for Children and Grandchildren
MLP's
Momentum Investing
Mutual Funds
Passive Investing
Portfolios
Real Estate Investing
Risk Management
Shiller
Smart Beta
Stock Market Bubbles
Stock Market Crash
Stock Market Votality
Stock Markets and the Economy
Stock Valuations
Stocks
Value Investing
Warren Buffett
