“Mistakes present a choice: whether to update your ideas, or ignore the failures they’ve produced and keep believing what you’ve always believed.” – Shane Parrish,…
Read More
No One Learns Anything in a Bull Market
International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
read moreWill Outsized U.S. Stock Returns Continue?
“When something is on the pedestal of popularity, the risk of a decline is high. When people assume — and price in — an expectation…
Read More
Tis the Season for Wall Street Forecasting VIII
“A decade ago, I made a goal to read more history and fewer forecasts. It was one of the most enlightening changes of my life.”…
Read More
Reckless Government Spending: How it Could Impact Your Investments
“We are going to be broke really quickly unless we get serious about dealing with our spending issues.” – Paul Tudor Jones, hedge fund manager…
Read More
Could Future S&P 500 Returns Be Lower?
“History doesn’t repeat, but it often rhymes.” – Mark Twain Anyway you slice it, the S&P 500 is historically expensive. The conundrum for those waiting…
Read More
Consumer Sentiment and S&P Returns
“There is a very thin line between confidence and arrogance.” – Adam Peaty, Olympic swimmer What comes first, confidence or success? It’s a question I’ve…
Read More
The Danger of Recency Bias in Investment Decisions
“Why would I own anything other than the S&P 500?” “I’m thinking of putting my entire retirement nest egg in the S&P 500 and calling…
Read More
Let’s Freak Out About the Election (Seriously)
We have penned blog after blog how elections are a non-event in the grand scheme of your investment portfolio. We recorded a video outlining every…
Read More
What’s NOT Going to Change in 10 years?
“When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it.”…
Read More