Skip to content
SITEMAP
Pages
Posts by category
Category: Business Retirement Plans
Category: Business Services and Workshops
Category: David Freisner
Category: Lawrence Hamtil
Category: Life Planning
Category: Personal Wealth and Retirement
Category: Uncategorized
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 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 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 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 Importance of Investing with ‘Appropriate Fear’ Foreign vs Domestic Equity Performance by Sector 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
Blocks
Animations
