Smart Money, Part II: Seth Klarman (Baupost Group)
Stock Ideas: Opportunity in HD Supply (HDS) & Concerns with Healthcare REITs (VTR, HCA)
Archive
Is the Stock Market Overvalued?
What 70 years of earnings & interest rates tell us about today's stock prices
Stock Market Corrections: A Survival Guide 📉
7 Extremely Practical Tips to Weathering Stock Market Volatility
The Experimental Portfolios vs. S&P 500: October Performance Update
Two of the six portfolios outperforming the S&P 500 since May. Which are they? Dividend yield vs. shareholder yield vs. P/E vs. Buffett yield vs. "The Whale"
On Market Timing, Part II: Why Timing Works
Examining the evidence in favor of a market timing system for reducing investment risk.
On Timing the Market, Part I: Why Market Timing Doesn't Work
The evidence against trying to time the market.
July 2020 Update: Shareholder Yield vs. Dividend Yield
The epic between dividend yield and shareholder yield is pretty lopsided so far...
On Timing the Market with Moving Averages
Introduction to a 5-part series discussing the research behind market timing using moving averages