Don’t Touch That Marshmallow
Every parent is concerned with whether his or her child has what it takes to succeed in life. We obsess…
0Harness The Human Condition to Achieve Financial Independence
In Behavioural Finance, Industry Illusions, Retail, Retirement, Systematic Investing, Tactical Alpha onThe last few posts (here and here) have injected a dose of reality into the debate around future return expectations…
A Requiem for MPT
Modern Portfolio Theory was conceived by Harry Markowitz in the 1960s, and is the theory upon which almost all contemporary…
Expensive Markets Revisited
In Market Commentary, Retail onThe previous post demonstrated that stock valuations are expensive as measured by Robert Shiller’s Cyclically Adjusted PE Ratio. Stock valuations…
Why Now Is Not the Time for Buy and Hold
The most common question I get from clients is, ‘Is now a good time to invest in stocks?’ What clients…
A Cure for Investor Depression
In Retail, Systematic Investing onThe previous post hinted at a future piece on systematic trading. In this author’s humble opinion, well tested systematic investment…
Smash that Crystal Ball
It’s that time of year again. Yep, the time of year when the major Bay Street and Wall Street…
Mythbusters: Investor Edition
Myth #2: You Will Get Rich by Heeding the Forecasts of Experts Among all forms of mistake, prophecy is the…
Mythbusters: Investor Edition
Myth #1: It Is Not Possible to Time the Market It is a common refrain from mutual fund and investment…
Mythbusters: Investor Edition
It is prudent periodically to upset the apple cart in order to see what sort of rot and grime are…
