“It’s not easy to be as bad as they are. They are much worse than random chance alone would predict.” Salil Mehta, Statistical Ideas The annual…
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Tis the Season for Wall Street Forecasting
Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
read moreDelusional Return Expectations
“Returns expectations are simply too high. It means that many will face a shortfall when they come to realize their investments in the future as…
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Signs of a Market Top? Valuation
We continue our series featuring data from VR Research on “characteristics of a market top.” The summary is broken down by corporate, valuation, economic, market,…
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Meet the Story-Based Advisor
We recently stumbled across a tongue and cheek article that decoded real estate agent listing language. For example, describing a property as “cozy” within a…
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Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
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Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
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Signs of a Market Top? Investor Sentiment
VR Research published a graphic on its Twitter account showing the characteristics of a “market top.” The summary is broken down by corporate, valuation, economic,…
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Avoiding the Dividend Trap
“In a taxable account, dividends could have cost you anywhere from 0.3% to over 3.0% in returns PER YEAR since 1974. If your goal is…
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Does a Robo-Advisor Make Sense for You?
“One of the challenging things in this industry now is you’ve got a lot of the old-way-to-invest type of firms coming out with me-too offerings that…
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