Author: Lawrence Hamtil

Mastery or Ignorance, Part I

Mastery or Ignorance, Part I

“If the Romans had been better acquainted with the laws of hydraulics, they would not have constructed all the aqueducts that surround the ruins of their cities; they would have made a better use of their power and wealth.  If […]

The “Obvious” Trades Are Anything But

The “Obvious” Trades Are Anything But

by: Lawrence Hamtil   of Fortune Financial In February, we touched on the fad of currency-hedged ETFs, and how currency-hedging your foreign equity exposure can actually hurt diversification in your portfolio.  This topic couldn’t be more relevant now given the turmoil […]

Rising Rates and Stock Returns

Rising Rates and Stock Returns

Ben Carlson recently wrote about the trouble with single-variable analysis in predicting stock market returns, specifically as it relates to the importance of profit growth.  He dispelled the myth that high profit growth is necessary for stocks to do well. […]