CAPE’s halo falls with a thud
CAPE is ignorant of interest rates
Experience and becoming a really successful investor
You can continue to learn and improve your investing skills year after year.
What we can learn from my annual investment performance
Beating the market can be dangerous psychologically
Margin of safety in portfolio and financial planning
Something that is over and above what is strictly necessary and that is designed to provide for emergencies
The emergence of a new model of capitalism
The first step for investors is to come to a new understanding of reported earnings and the book value of equity.
Fallacies around the truth of what drives the market
The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020
My take on Wall Street forecasts for 2022
My firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street
How to cope with volatility
A high volatility 5-to-10-year return stream that might see several 30% drawdowns on the way to a superb 10 year record
It doesn’t matter what high profile investors are buying or selling
“If you’ve been in the [poker] game 30 minutes and you don’t know who the patsy is, you’re the patsy.”
The stock market as a complex adaptive system
And she says, “I can see you don’t understand arithmetic.” He says, “I can see you don’t understand sheep.”
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