I went back and forth on the following opening and how best to phrase it: Believe it or not, we’re only about 75 days away from the election, or… Somehow, we still have 75 loooong days until the election. I’ll let you choose which one fits your current mood better. Nevertheless, the election i...
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We left last week continuing to explore our investment strategy acknowledging the reality that the value premium has been negative across all markets for the ten-year period ending in 2019. Conversely, the profitability premium and the market premium have been strongly positive over that same period...
We finished last week’s post with two revelations that spring from the efficient markets theory: It’s very hard to exploit “mispricing”, if not impossible, after accounting for the costs to do so. The “market portfolio” is a very efficient portfolio, and you better have a good reason to ...
Since my two-and-a-half-year-old is home from school with the closures and social distancing, my wife and I decided to really ramp up the education. We are teaching him French, Mandarin, and the scientific table. It’s a lot, but 10 to 12 hours of daily rigorous study is really paying off. If only ...
As many of you know, the government has been taking steps to address the coronavirus pandemic on multiple fronts. On the medical side, state and local officials have implemented a wide range of policies to encourage and even enforce social distancing. The federal government has the ability to deploy...
Given the heightened volatility of the last month (and yes, I realize you can put that opening in the “understatement hall of fame”), it’s important to go back to the basics on an understanding of market mechanics and what it means to us as long-term stock investors. The first fundamental poin...
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