Total real return investing
You should wish your earnings to be reinvested if they can be expected to earn high returns.
Monitoring your portfolio and benchmarking performance
One should have two hopes for the stock market: one, that the market goes up and the other, that it goes down. This seeming split personality contains thinking that should be behind one’s investment strategy.
Which is more important, stock picking or process?
You may be the greatest stock picker in the world, but if you follow the wrong investment process/ the wrong investment style/ wrong Principles of Operation your investing will not be successful.
The secret to keeping things in perspective
Shielding themselves from the pain of losses by Broad Framing
The relationship between stock prices and interest rates
Any prediction based on models can be overwhelmed by what happens in the real world
Losing the winning game
The betting errors made by the subjects included over-betting, under-betting, erratic-betting and betting based on previous flips
My thoughts on asset allocation
They looked at the allocation between stocks, bonds and cash. They found that over 95 percent of the funds’ returns came from their asset allocation.
Thinking for ourselves
Heuristic – This alternative to careful reasoning may cause us to answer the question of what is the fair value of a stock by asking the question, what is the ‘market value’?
Growth for (value) investors
Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.
How the stock market reacts to news
With so many people waiting for others to make the first move, it’s amazing that anything gets bought.
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