Investors Are Usually Wrong
In a recent New York Times article, Jeff Sommer, discussed the implications of new data from Dalbar, a research firm that studies the behavior of mutual fund investors. Their latest
July 31, 2019
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Interest Rate Changes and Stock Returns – A Way to Actively Position Stock Portfolios?
Jerome Powell, Chair of the Federal Reserve recently signaled the Fed’s readiness to cut the target for short term interest rates (federal funds rate) at the next meeting on July
July 19, 2019
The Guru and The Investor: Act 2 – The Evidence-Based Advisor Strikes Back
Act Two The Setting Following his interview of a hedge-fund manager to see if he should manage his retirement assets, the Investor turns his search to a different type of
April 24, 2019
The Evidence is in (Again). Indexing Beats Active Management.
S&P Dow Jones Indices released their latest SPIVA (S&P Index vs Active) scorecard for the period ending December 2018. If you’re a fan of active fund managers, the news is
March 19, 2019
The Guru and The Investor: A Hedge Fund Story
Act One The Setting Guru appears on CNBC to explain what will happen with interest rates, Brexit, and the economy over the next two years. Investor sees Guru on TV
March 14, 2019
Déjà Vu All Over Again
Investment fads do not lead to investment success. Discipline to a long-term investment strategy is the key. This post from Dimensional Fund Advisors offers a compelling rebuttal of past investment
February 4, 2019
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