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- Category: Business Retirement Plans
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- Category: Lawrence Hamtil
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- Assessing Altria and Tobacco Fundamentals Five Years After the Peak
- Lessons In Resilience From A Coffee Farmer
- Learn How to Invest Outside the Stock Market
- How to Protect Yourself From Identity Theft
- How To Craft A 30-Stock, Sector-Neutral Portfolio
- Tobacco and Defense as Inflation Shelters
- Lessons from The Chocolate Wars
- Book Review: The Great A&P and the Struggle for Small Business in America by Marc Levinson
- Further Exploring the Resilience of Consumer Staples with Ash Park’s Jon Fell
- Exploring the Surprising Resilience of the Defense Industry
- The Most Concentrated Market in 40 Years
- Breaking Down the Cell Tower Business with Morningstar’s Matthew Dolgin
- What Makes Consumer Staple Stocks Unique in Their Appeal: A Discussion with Ash Park’s Jon Fell
- Discussing Specialty Chemicals with Andrew Lane and Seth Goldstein of Morningstar
- Discussing Going Down Tobacco Road with Gene Hoots
- Three Industries With Durable Moats
- The COVID Crisis Provides Further Validation for Barbell Strategies
- After Three Crashes, Consumer Staples Reign Supreme
- Breaking Down 50 Years of Industry Data
- 2019’s Top Posts
- Valuable Lessons from Tom Russo about Investing Abroad
- Podcast Interview: Lawrence Hamtil & Tobias Carlisle Discuss Sectors, Countries, and Growth vs Value
- The Low Vol – Momentum Barbell Using Sectors
- Compendium of Posts on Investing in Emerging Markets
- The Case for Holding Oil & Gas Stocks
- Is Risk A Function of Sector or Size? Part II
- Compendium of Low Volatility Articles
- The Compelling Case for Mid Cap Stocks
- How Inflation Makes the ‘Value’ Factor a Sector Bet
- The “Pain” of Low-Volatility Investing
- The Low Volatility – Momentum Barbell: S&P vs MSCI Indices
- Stocks Are Still The Better Long-term Bet
- No Free Lunch Over the Last Ten Years
- The Dow as a Multi-Factor Index
- The Global Portfolio’s Rough Three Decades
- Casino Stocks and the Missing Sin Premium
- Is Risk A Function of Sector or Size?
- An Update on Equal-Weight Valuations
- The Recession Portfolio
- The Bullish Case for Equities
- Top Ten Posts of 2018
- The Remarkable Resilience of the Refining Industry
- This Tech Cycle Has Not Been Like Any Other
- Why You Should Not Bet On (High) Beta
- A Min Vol – Momentum Barbell for Overseas Markets
- Signals of Warning vs Signals of Opportunity
- Additional Perspective On Value vs Growth
- S&P 500: Why Sector Divergences from the Index Should Not Concern You
- Exploring Why P/E 10 Works Better In Some Markets Than Others
- A Cautionary Tale for Index – Only Investors
- The Most Read Posts of First Half of 2018
- The Skew and Equal-Weighting
- Relative Valuation Update – US vs EM, Europe, and Foreign Developed
- Not Even Buffett Can Escape Reversion to the Mean
- Your Focus Should Be On Risk, Not Reward
- Price Is What You Pay; Value Is What You Get – Nifty Fifty Edition
- 2018: A Tale of Two Sectors and the Opportunity for Contrarians
- Uranium, Lottery Stocks, and the Transience of Wealth
- Revisiting the Case For An Equal-Weighted EM Strategy
- Industry Factors Matter More Than You Think
- The Enduring Appeal of Tobacco Stocks
- Factor Performance and Drawdown Duration in the U.S., Europe, and Japan
- Equal-weighting the S&P 500 vs the S&P 400
- Understanding Dividends
- Exploring the Low-Volatility Phenomenon: An Interview with Pim van Vliet, PhD
- Oil’s Evolving Role in the Dow Transports
- Capex Darlings and the Myth of Long-Termism
- Imagining the Next Bear Market – Part II
- Concentration, Diversification, and the Small Company Premium Abroad
- The Case for Global Small Caps Is Strengthening
- Worried About the Economy? Look for Clues in Consumer Discretionary
- The Case for A Low-Volatility – Momentum Barbell
- The Bets You’re Really Making
- Why Low-Vol Strategies Make Sense Now
- The Case for Cash
- The Pain of Discipline or The Pain of Regret?
- The Limits of CAPE Analysis for Global Market Rotation
- Looking at Decades of Drawdowns by Region and Sector
- Top 10 Posts of 2017
- A Few (More) Thoughts on EM Investing
- Countering the Narrative About Value
- The Annoying Capex vs Buybacks Narrative
- Productive vs Unproductive Behavior
- A Few Excellent Books On The Great War
- Faith in Compounding Is Not Enough
- Two Myths That Deserve To Die
- Two Ways 2017 Differs From 2000 and 2007
- Valuation Update: Equity Multiples & T-bond Yields Relative to Inflation
- The Case for Health Care Stocks
- Testing the Small Company Premium at the Sector Level
- A Few Myths Regarding the Dollar and Domestic Stocks
- Does Equal-Weighting Lead to More Consistent Returns?
- Learning the Wrong Lessons
- Looking for Value in the Wrong Places
- The Case For and Against Gold
- The Correct Way to Frame Relative Valuations
- Long-Term Bonds & The Duration Risk in Your Portfolio
- The Value of Lasting Moats
- Global Industries: The Good, The Bad, & The "It Depends"
- Innovation, Disruption, and the Illusion of Value
- The Real Benefit of Low Vol Strategies
- Imagining the Next Bear Market (with Examples from the Last Two)
- What You Probably Believe About the Bull Market Is Wrong
- Examining the 2017 Surge in EM Equities
- Developed Market Scorecard
- The Impact of Cycles on Equal-Weighted and Market-Weighted Portfolios
- The Asian Financial Crisis 20 Years Later
- Lessons From the Last Bear Market
- The Market Is Not As Top-Heavy As It May Seem
- The U.S., Europe, and the Growth – Value Divergence
- Value Is Still A Winning Strategy
- Cycles, Sectors, and The Perils of Aggregated Data
- What Will It Take For Europe To Outperform?
- When It Comes to Foreign, There’s No Reason To Own Everything
- The Role of Luck In Investment Success Is Overrated
- The Limits of Mean Reversion
- Why You Should Consider Global Small Caps
- The Right and the Wrong Arguments for Indexing
- Credit Analysis and Relative Equity Valuations
- The Impact of Market Dynamism and Implications for Indexing
- Relative Equity Valuations, Diversification, and Creative Destruction
- Indexing May Not Yield All The Diversification Benefits You Think
- The Main Advantage of the Wealthy
- Ideas For A Better Emerging Market Portfolio
- True Tax Alpha Comes From Allocation and Planning
- Japanese Stocks Are Cheap, But Will It Matter?
- For Those Who Missed The Bull Market
- Why You Probably Won’t Survive the Next Bear Market
- A Theory of Persistently High Equity Valuations
- Not All Innovations Are Revolutionary
- Not All European Stocks Have Lagged
- Finding Your Old 401(k) or Pension Plan
- Of Pessimism and Pride
- Of Incumbency and Profits
- How Retirement Plans Changed How We Own Stocks
- The Impact of Immigration on Global Stock Markets
- Fears of Executive Overreach Are Not New
- Stock Spin-Offs: A Global Perspective
- Understanding the Role of Emerging Markets in Your Portfolio
- A Profitable Industry You’ve Likely Never Considered
- Joseph C. Dekat, R.I.P.
- How Differences in Composition Distort Market Valuation Differences
- Understanding the Impact of the Dollar On Foreign Equities
- Top Ten Posts of 2016
- Ten Things I’ve Learned From Blogging
- Positive Unintended Consequences
- Four (Very Long) History Classics That Are Worth the Investment of Time
- The Power of Simplicity
- One Way to Encourage More Public Equity
- Why Equal-Weighting Factor Bets Might Make Sense
- On Winter
- The Most Informative Posts on Important Financial Topics
- Share Buybacks: A Global Perspective
- Long-Term Bonds Behave More Like Stocks Than You Might Think
- Understanding Quantitative Momentum: Q&A with Alpha Architect
- Niche Energy ETFs as Contrary Indicators
- Investment Costs Have Never Been Cheaper
- Most Of What You Probably Think About Investing Is Wrong
- Examining the Dow’s Outperformance vs the SP 500
- Common Misperceptions About Basic Investing
- You Should Pay Attention to More Than Just Celebrity Stocks
- The Paradox of Imagination
- Comparing the Meteoric Rise of Amazon With Wal-Mart’s
- How the Renaissance Paved the Way for Modern Finance
- A Better Way to Think of Cash, Bonds, and Stocks
- Mastery or Ignorance, Part III
- The Myth of Progress
- The Importance of Investing with ‘Appropriate Fear’
- Foreign vs Domestic Equity Performance by Sector
- Two Similar Companies; Two Very Different Results
- The Price of Prestige
- Beating Buffett Is Hard Enough; Beating Him Tax-Efficiently Is Harder
- Criminally Overlooked Books on Finance and Economics
- Differences & Similarities In The Global Search For Yield
- Cruciatus Hominis
- Financials: The Market’s Most Volatile Sector
- The Amazing Self-Storage Stock
- Why Investing Is A Mystery To Many
- What I’ve Learned From My Late Clients
- Did The Fed Really Create a Zombie Economy?
- The Perils of Extrapolating From Factor ETFs
- Advisers: What Can Be Taught and What Must Be Learned
- Will Aging Baby Boomers Doom The Stock Market?
- Foreign Stocks: Looking Beyond Index Valuations
- The Somewhat Overlooked Coal Bubble
- My Favorite Posts From April
- Why Consistency Matters More Than Absolute
- One Stock For The Next Decade?
- Your Industry Guide to the Shrinking Stock Market
- Mastery or Ignorance, Part II
- What the Military Can Teach Us About Investing
- The "Obvious" Trades Are Anything But
- Rising Rates and Stock Returns
- You Can’t Have Creation Without the Destruction
- Tax Efficiency In Action
- Not All Stock Markets Are The Same
- Mastery or Ignorance?
- Stocks For The Long Run?
- Equal-Weighting Emerging Markets: A Better Way to Invest
- Applying the "Buffett Indicator" to Other Countries
- Why Currency Hedging Foreign Equities Hurts Diversification
- How To Fund Retirement Healthcare Costs Tax-Free
- What Impact Might a Recession Have on Valuations?
- Equal-Weighting Indexing: By Sector
- Some Comments on Current Valuations
- Revisiting 2015, and Looking (slightly) Ahead
- New Considerations For Social Security Claiming Strategies
- Dispelling the Fed Myth Yet Again
- Is Trump Right About Manufacturing?
- Q&A with John Tamny: Popular Economics
- Q&A with Alpha Architect – Value, Momentum, and DIY Investing
- The Fed, Interest Rates, and Credit
- Comparing Sector Performance During the Last Two Bear Markets
- No, The Fed Did Not Create The Bull Market
- Comparing August 2011 with August 2015
- NFL Team Valuations vs Stocks
- Inflation and Value Stocks
- Gold: No Catalyst for Higher Prices
- How Long Will Your Retirement Be?
- New 60-Day IRA Rollover Potential Financial Disaster
- 1982 vs 2015 In Global Bond Yields
- The Value of Financial Advice
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