There Is No Polite Way to Challenge Buy-And-Hold
I am a polite person. No, really! Even on an investing discussion board. I am not bragging, I have had … Read more
I am a polite person. No, really! Even on an investing discussion board. I am not bragging, I have had … Read more
Stock market timing never works. You’ve no doubt heard that one more than a time or two in the course … Read more
You look at your portfolio statement. It tells you that the value of the stocks you own is $100,000. And … Read more
Robert Shiller is a failure. I don’t really believe that. I rate Shiller’s Irrational Exuberance as the most important book … Read more
I am not a Buy-and-Holder. I once was. I wrote a post to a discussion board on May 13, 2002, … Read more
How’s that for a provocative headline? Most readers are going to react by thinking “of course honest posting is permitted! … Read more
Both Buy-and-Holders and Valuation-Informed Indexers believe that the key to successful stock investing is to focus on the long-term. Buy-and-Holders … Read more
The 2008 economic crisis was a big event. No one disputes that. However, given how significant it was, I don’t … Read more
The Buy-and-Holders say that it is a bad idea to practice price discipline (long-term market timing) when buying stocks. Valuation-Informed … Read more
The conventional (Buy-and-Hold) view is that it is the volatility of stock prices that makes stocks a risky asset class. … Read more
Valuations matter. Most investors agree. The premise of the Buy-and-Hold strategy is that valuations do not matter, that the market … Read more
It is my view that the most important book ever published on how stock investing works is Robert Shiller’s Irrational … Read more
My last three articles here have examined comments by Jeremy Grantham arguing that we can no longer count on fair-value … Read more
My last two articles here have examined comments by Jeremy Grantham arguing that we can no longer count on fair-value … Read more
I wrote last week about an article in Yahoo Finance from 2017 that suggested that Jeremy Grantham has come to … Read more