Mr. Market Goes Crazy
Farnam Street letter to investors for the month of October 2018. The Arrogance of Investing Buying a stock is an act of…
equities
The Bond Market Will Be the Bear that Crushes the Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well…
If Investors are Suggesting that a Crash is Imminent, then the Market will not Crash
Recently quoted in U.S. News & World Report and featured on CNBC, leading Australian investment expert, market commentator, and best-selling author Dale…
How We Determine the Value of Our Stocks (And Of The Entire Portfolio)
Vltava Fund commentary for the third quarter ended September 30, 2018; titled, “How We Determine The Value Of Our Stocks (And Of…
Rising Yields Worrying Stock Investors
The effect of rising yields could still be affecting U.S. equities. According to Matt Phillips of the New York Times, rising bond…
Logica Capital Advisers: Spacetime Continuum; Measuring Risk
“Put your hand on a hot stove for a minute, and it seems like an hour. Sit with a pretty girl for…
Global Quality Edge Fund 2Q18 Commentary: Detecting Red Flags
by Jacob Wolinsky Global Quality Edge Fund letter to shareholders for the second quarter ended June 30, 2018. Dear shareholders, Global Quality…
Buy-and-Holders are Satisfied with their Strategy
Robert Shiller warned investors in 1996 that valuations were so high that those going with high stock allocations would in time come…
Financial Services Sentiment Slumps, As Growth Expectations for Coming Quarter Stall
Brexit Uncertainty Biting Hard on Banks and Investment Managers Optimism in the financial services sector fell sharply in the quarter to September,…
Percentage Of U.S. Household Wealth Allocated to Stocks is Second-Highest Ever
From Stanphyl Capital’s letter top investors for the month ended September 30, 2018. Friends and Fellow Investors: For September 2018 the fund…
Should You Use a Robo-Advisor?
According to research firm MyPrivateBanking, robots are expected to manage over $4 trillion worth of assets within the next two years. Additionally,…
Simple Rebalancing Rules Are Best
An article in The Economist discusses the importance of asset allocation for every investor, citing the benefits of keeping it simple: “There…
What Does Stock Market Milestone for You?
The S&P 500 has become the longest bull market recorded – what does this mean to investors moving forward? Related: SEC Postpones Decision…
5 Undiscovered Growth Stocks
Ben Cark from TMS Capital asks Romano Sala Tenna from Katana Asset Management and Michael Wayne from Medallion Financial for their views…