Identifying the source of “negative alpha” in your investing is just as important as crafting a sound investment strategy and approach. My story of ill-advised market timing illustrates an example of generating negative alpha. It can be difficult to break bad investing habits, even if you have advanced investing knowledge and skill. I recommend performing […]
The saying “history never repeats itself, but it rhymes,” is often attributed to Mark Twain. I recently saw a blog post from the knowledgeable and interesting financial blogger, Doug Short. In his “Market Valuation, Inflation and Treasury Yields: Clues from the Past,” he offers some interesting charts and data. The P/E 10 ratio, which shows […]
With the roller coaster ride we’ve had so far this year, I decided to weigh in on what I see happening, with a look at the longer term. The S&P 500 stock index dropped 10.5% from January 1st to 1829, the low for the year, followed by the recovery to 2022 as of March 11th […]