Emanuel Derman’s Models.Behaving.Badly is perhaps the best contemporary work of financial philosophy.
Markets often send distress signals long before the bad outcomes materialize.
Chasing hot technology and super long-term investment opportunities might sound exciting, but it’s often a fool’s errand.
US stocks have been hot lately, but a global portfolio remains vital.
It’s a mistake to heavily weight hypothetical past returns when performing due diligence.
Understanding and separating the negatives from the positive realities can help guide your investing decisions.
Debt ceiling dramatics came to a conclusion Tuesday, leaving many frustrated in its wake. Here’s a look around the news at what’s poking that frustration—and largely unnoticed remedies.
|Economic decisions aren't only about money and prices—judging what makes good economic sense can be subtler than many believe. |
|Investors fearing bank failures shouldn't—failures make way for progress. |
|The headlines are full of funky new "economic” indicators, but they can be just as misleading as old-fashioned statistics.|
|Stock buybacks hit a record in 2007 for S&P 500 companies, removing an enormous amount of share supply from the market. |
|The law of supply and demand is Econ 101 basics. But few consider it when analyzing stock markets. |
|Investors tend to justify beliefs by searching out patterns where there are none and assigning meaning to the meaningless.|
|We like unfathomable things—they're the stuff good investments are made of.|
|Many centuries ago, the Greek poet Archilochus wrote: "The fox knows many things, but the hedgehog knows one big thing.|
|Editor's Note: Today's commentary is written in half English, half Texting language.|
|"Whoso pulleth out this sword of this stone and anvil is rightwise king born of all England.|
- What I cannot create, I do not understand.
- Science is a way of trying not to fool yourself. The first principle is that you must not fool yourself, and you are the easiest person to fool.
|If you're like most investors, you probably shy away from global investing, preferring to focus on the S&P 500 and US stocks and mutual funds.|
|There's a lot of talk in the popular press these days about an "imminent" US recession and the tired old legs of this bull market.|
|It's pretty rare that anyone finds an investment that can't go down.||
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