Investing expertise can be learned
It is only by working at what you can’t do that you turn into the expert you want to become.
The danger of investing in companies in an oligopoly
A slowdown in business dynamism means that entrenched firms have less to fear from upstarts
What to make of declining bond yields
The investor does not have to be an expert in macro-economic theory.
The danger of specious correlation
It is mathematically inevitable that highly intelligent women will marry husbands who on average will be less intelligent than they are.
Which is better: top down or bottom up investing?
Many investors have lost money trying to tie their fortunes to a trend such as demographics and an aging population.
The danger of specious statistics
Small samples, sample period and survivorship bias, as weaknesses in statistics, exemplify a problem in our ordinary reasoning.
A steely eyed look at dividend investing
When we dig into it, it may not perform as well as we expect; it may carry more risks than we expect; and, there is a better way.
Bending our core investment principles
Sometimes the investment climate calls for a somewhat unbalanced portfolio.
Let’s clear up misunderstandings about risk and volatility
A risky investment may be volatile, but not every volatile investment is risky.
There’s a time to hold ‘em and a time to fold ‘em.
The investment principles around selling losers and holding winners are one of the most important and subtle topics in investing; laden with psychological pitfalls
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