Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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bubbles

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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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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Is the Federal Reserve driving the stock market?

  • by Rodney Smith
  • Posted on February 7, 2021February 7, 2021
  • Part 1: The Field of Play

While the Fed had no explicit mandate to focus on the stock market, the effects of the run-up in prices seemed to me a legitimate concern

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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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Use of charts and statistics to identify bubbles

  • by Rodney Smith
  • Posted on January 26, 2020January 26, 2020
  • Part 5: Asset Management

The S&P 500 appears to cross through the two standard deviation channel in mid-1996.

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The common misuse of charts

  • by Rodney Smith
  • Posted on January 19, 2020March 7, 2021
  • Part 7: Building and Managing a Portfolio

These charts tend to exaggerate recent prices and understate older prices. As the time period increases the distortions of the chart increase.

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