Tag Archives: investing

Fidelity versus the S&P 500: Round Two

A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading

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Why You Need an Investment Advisor, Part II — The “Unthinkable” is Normal

Why is it so difficult to stay fully invested in stocks in a disciplined, rational manner, without participating in manias or selling at the bottom?  Because, even during bull markets, lengthy periods of stable, normal economic growth are actually extremely … Continue reading

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“Not Doing Too Much” – Smart Cash Deployment Enhances Total Return

Twelve years ago stock market investing was all about earnings growth while dividends were BORING.  Now the reverse is true, with investors “reaching for yield” while growth is, arguably, under-priced.  Investors need a framework for evaluating the trade-off between growth … Continue reading

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Another Stock Market Buy Signal from Bill Gross?

Recently Bill Gross, the brilliant “bond king” who  founded Pimco, published a market commentary which The Wall Street Journal summarized with the headline: Bill Gross:  Stocks Are Dead and Operate Like a ‘Ponzi Scheme’ It sounds ominous, but it could … Continue reading

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Mrs. Biggs’ Secret Stock Market Formula

Wall Street superstar Barton Biggs, who died last week, was  one of Morgan Stanley’s high-profile equity strategist, appearing regularly on CNBC and in Barron’s annual  investment roundtable.  Unlike many sell-side big shots, he actually invested in the stock market.   Biggs eventually … Continue reading

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