Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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Part 5: Asset Management

Will the inflation fight torpedo the stock market?

  • by Rodney Smith
  • Posted on September 11, 2022September 11, 2022
  • Part 5: Asset Management

The conquest of inflation was a landmark accomplishment with enduring benefits, but it came with heavy costs. After a brief recession in 1980 and a short rebound, the economy slumped deeply in 1981 and 1982

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Disagreeing with Jeremy Grantham’s bubble call

  • by Rodney Smith
  • Posted on September 4, 2022September 5, 2022
  • Part 5: Asset Management

Among other factors, indicators of extremes of euphoria seem much more important than price

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CAPE’s halo falls with a thud

  • by Rodney Smith
  • Posted on January 23, 2022January 23, 2022
  • Part 5: Asset Management

CAPE is ignorant of interest rates

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My thoughts about GMO’s ‘GROWTH BUBBLE’

  • by Rodney Smith
  • Posted on October 17, 2021October 19, 2021
  • Part 5: Asset Management

Using trailing twelve months earnings that are impacted by a recession is a mistake

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My thoughts on asset allocation

  • by Rodney Smith
  • Posted on August 22, 2021August 23, 2021
  • Part 5: Asset Management

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.

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Chart distortions that drive me crazy

  • by Rodney Smith
  • Posted on March 7, 2021March 7, 2021
  • Part 5: Asset Management

Going parabolic and other lies

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How much riskier are stocks than bonds?

  • by Rodney Smith
  • Posted on January 31, 2021May 3, 2021
  • Part 5: Asset Management

In such an environment, many investors actually consider investments they are making are low risk when, in fact, they are higher risk.

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What you need to know about bubbles

  • by Rodney Smith
  • Posted on September 13, 2020October 24, 2020
  • Part 5: Asset Management

I am not attuned to this market environment, and I don’t want to spoil a decent record by trying to play a game I don’t understand just so I can go out a hero.

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An unconventional view of cash reserves

  • by Rodney Smith
  • Posted on August 16, 2020August 19, 2020
  • Part 5: Asset Management

The cash in the portfolio may be enough to take advantage of the opportunity. Or it may not be enough. It doesn’t matter. The investor is in the delicious position of comparing the new opportunity with all other holdings in the portfolio.

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Problems with CAPE Part lll

  • by Rodney Smith
  • Posted on May 3, 2020October 24, 2020
  • Part 5: Asset Management

Wrap up on the drawbacks of CAPE. A fair level for price earnings ratios has changed over the years.

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