2019’s Top Posts

In 2019, I made the decision to focus more on in-depth analysis, so I wrote far fewer articles than in previous years.  However, I think the decision was a wise one as I believe the quality of the finished articles was improved.  If nothing else, I learned quite a bit more about the topics discussed since I spent so much more time researching the subject matters.

That being said, here are the top posts from 2019, which newer subscribers may have missed:

How Inflation Makes the ‘Value’ Factor a Sector Bet

The Compelling Case for Mid Cap Stocks

The Global Portfolio’s Rough Three Decades

Is Risk A Function of Sector or Size?  Part II


The Case for Holding Oil & Gas Stocks

Podcast Interview with Tobias Carlisle


As always, thank you for reading and sharing feedback, etc.!