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Invest
“Investing Myths Dismantled” is chapter 4 of a 5-part series examining the narratives around “investing for the long run.” Chapter 1: Think Like An Investor Chapter 2: Investor Psychology Chapter 3: Why Crashes, Timing & Valuations Matter Chapter 4: Investing Myths Dismantled Chapter 5: Risk Management Chapter 3 of this series, linked above, ended with […]
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“Math of Loss” is chapter 3 of a 5-part series examining the narratives around “investing for the long run.” Chapter 1: Think Like An Investor Chapter 2: Investor Psychology Chapter 3: Why Crashes, Timing & Valuations Matter Chapter 4: Investing Myths Dismantled Chapter 5: Risk Management The first two articles in this series were about […]
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“Investor Psychology” is chapter 2 of a 5-part series examining the narratives around “investing for the long run.” Chapter 1: Think Like An Investor Chapter 2: Investor Psychology Chapter 3: Why Crashes, Timing & Valuations Matter Chapter 4: Investing Myths Dismantled Chapter 5: Risk Management In the first part of this series, I promised that […]
Invest
“Think Like An Investor” is chapter 1 of a 5-part series examining the narratives around “investing for the long run.” Chapter 1: Think Like An Investor Chapter 2: Investor Psychology Chapter 3: Why Crashes, Timing & Valuations Matter Chapter 4: Investing Myths Dismantled Chapter 5: Risk Management There is a chart that lands in your […]
Invest
We’re hearing it everywhere: AI is in a bubble. The surge in capital, the parabolic stock charts, and the bold claims from CEOs all have a familiar rhythm. Nvidia’s valuation has soared, along with AI-related startups raising billions with little to no revenue. Investment in data centers, chips, and infrastructure is happening at a scale […]
Economics
In recent months, much debate has been about rising debt and increasing deficit levels in the U.S. For example, here is a recent headline from CNBC: The article’s author suggests that U.S. federal deficits are ballooning, with spending surging due to the combined impact of tax cuts, expansive stimulus, and entitlement expenditures. Of course, with […]
Invest
Assessing a bear market rally proves challenging when you experience it firsthand. Only in hindsight does the complete picture reveal itself to investors. Of course, after a bear market rally, investors tend to review their investments and speculate on what they should have done differently. Retail investors seem to view the recent sharp correction as […]
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I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael Campbell’s Moneytalks Conference in Vancouver. However, I wanted to use today’s technical update to review some of the statistical analysis we produce each week in that commentary. Such is mainly the case given last Monday’s “tariff” shock and […]
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In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”. I often forget how old I have become, and the investing legends of my youth are no longer there and are lost to the sands of time. […]