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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
Posted in Uncategorized
Tagged Fidelity, index funds, investing, manias, mid-cap stocks, mutual funds, stock market
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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
Posted in Uncategorized
Tagged financial panics, investing, stock market, stock market history
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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
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
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