“It’s the P/E, Stupid!”
December 16, 2008 - Fundamental Valuation, Political Indicators
…stock market P/E and presidential approval rating are significantly intertwined.
Value Investing Strategy (Strategy Overview)
Allocations for May 2024 (Final)
Cash TLT LQD SPY
Momentum Investing Strategy (Strategy Overview)
Allocations for May 2024 (Final)
1st ETF 2nd ETF 3rd ETF
Investing Research Articles
84 Research Articles
Finding Memes for Contrarian or Trend-following Plays
February 13, 2006 - Animal Spirits, Individual Investing
…rapid meme detection via Internet-enabled technologies may offer an edge for tuned-in traders.
Disagree with Me? Idiot! Liar! Basher! Pumper!
April 1, 2005 - Animal Spirits, Cartoons, Individual Investing
…stock message boards, used with caution, have some value.
Two Biggest Mistakes of Long-term Investors
November 18, 2011 - Big Ideas, Strategic Allocation
How can long-term investors maximize their edge of strategic patience? In their November 2011 paper entitled “Investing for the Long Run”, Andrew Ang and Knut Kjaer offer advice on successful long-term investing (such as by pension funds). They define a long-term investor as one having no material short-term liabilities or liquidity demands. Using the California Public Employee’s Retirement System and other large institutions as examples,… Keep Reading