Active investing is an oxymoron
Inactivity strikes us as intelligent behavior
Part 7: Building and Managing a Portfolio
Buying a stock – dating, not fully wedded
Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.
Selling a stock – goodbye old friend
Stocks in highly cyclical industries have to be treated quite differently than other industries or sectors because of the cycles.
Let’s talk about what value really means
I would rather be vaguely right than precisely wrong
What we can learn from my annual investment performance
Beating the market can be dangerous psychologically
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
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.
The relationship between stock prices and interest rates
Any prediction based on models can be overwhelmed by what happens in the real world
What to make of declining bond yields
The investor does not have to be an expert in macro-economic theory.
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