Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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CAPE

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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The relationship between stock prices and interest rates

  • by Rodney Smith
  • Posted on September 5, 2021January 10, 2023
  • Part 7: Building and Managing a Portfolio

Any prediction based on models can be overwhelmed by what happens in the real world

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What to make of declining bond yields

  • by Rodney Smith
  • Posted on July 11, 2021August 21, 2021
  • Part 7: Building and Managing a Portfolio

The investor does not have to be an expert in macro-economic theory.

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Expected future returns

  • by Rodney Smith
  • Posted on January 10, 2021January 10, 2021
  • Part 4: Principles of Operation

Today’s investor cannot tell what percentage gain in earnings, dividends and prices he may expect in the next ten years

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Stock valuation in an age of intangible assets

  • by Rodney Smith
  • Posted on November 29, 2020December 1, 2020
  • Part 7: Building and Managing a Portfolio

About forty years ago Buffett experienced a Damascene conversion

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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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Problems with CAPE – Part ll

  • by Rodney Smith
  • Posted on April 26, 2020December 1, 2020
  • Part 5: Asset Management

Investors are reading CAPE all wrong.

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Problems with CAPE – Part l

  • by Rodney Smith
  • Posted on April 19, 2020January 17, 2021
  • Part 5: Asset Management

A CAPE ratio of 26.91 does not prove the stock market is overpriced. The stock market today may be overpriced or underpriced. CAPE using a historic average as a benchmark just doesn’t tell us one way or another

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