What do you consider to be “fast shipping?” The definition appears to be rapidly changing. The chief cause of this change is Amazon, according to a study by accounting and consulting firm Deloitte. As Amazon Prime subscribers grow more and more accustomed to getting their orders in 2 days, deliveries that take any longer are […]
“I love it!”, “I hate it!” Both are emotional comments about almost anything, and they certainly carry over when it comes to investing. After all, we’re only human.
Isn’t it nice to have the answers before the question is asked? Of course it is. That’s easy!
Crucial to virtually any investment strategy is knowing how much risk is involved when the investment methodology is put into practice.
No, 93.6% of your investment returns are not due to the asset allocation of your portfolio.
It may be a sound investing strategy, but it loses power over time. For the last 18 months or so the investment markets have been up and down and up and down, and are now pretty much at the same levels they were 18 months ago…
Many market observers have commented on the unusual mix of recently-rallying assets. Defying common wisdom, defensive assets (e.g., utilities, gold, and bonds) have rallied right alongside the more usual offensive sectors. Much debate about what this means has ensued – is the bond market predicting deflation? But wait, is gold predicting inflation? Are stocks giving […]
I’m not sure why I’m blogging this, since nothing reliably predicts the future, but it seems like an interesting perspective. Attempts at forecasting future market returns over coming 10-year periods have mostly focused on measurements of market valuation. The well-known Cyclically-Adjusted Price-to-Earnings ratio (CAPE) is a prominent example. Another is Warren Buffett’s favorite: US stock […]