Investment Tactics

Strategies and insights for effective investing.

Image representing blog post Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance
Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance

Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance Is a rough decade really coming for US stocks?  I wrote a piece last week…

Image representing blog post The Worst Idea in Modern Finance
The Worst Idea in Modern Finance

The NYSE’s plan to offer 22-hour trading via its all-electronic Arca exchange is a step backward, not forward, for the role of finance in American society.

Image representing blog post This Is How to Invest | Wes Gray of Alpha Architect
This Is How to Invest | Wes Gray of Alpha Architect

Wes Gray of Alpha Architect shares investing suggestions, factor analysis, diversification thoughts, and his movie-worthy background.

Image representing blog post News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors
News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors

US small caps suddenly massively outperform, while corporate insiders ramp up selling; Americans are back to credit card debt.

Image representing blog post US Stocks: Goldman’s Grim Forecast
US Stocks: Goldman’s Grim Forecast

Goldman Sachs predicts US stock market returns of 3% per year for the next decade. How much stock should investors put in this prediction?

Image representing blog post News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus
News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus

US stocks hit record highs, lessons from the best and worst stocks, high P/E stocks did well – but just this once? Plus, China’s stimulus challenge.

Image representing blog post What Does a More Miserable World Mean for Investors?
What Does a More Miserable World Mean for Investors?

World happiness – and especially US happiness – is going down. Is this a bad thing for the economy, or a good thing?

Image representing blog post Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double
Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double

The stock of Norwegian Cruise Line Holdings could double in the next 12-18 months, says analyst Eoin Treacy. Here’s why.

Image representing blog post News Roundup: Google Breakup, Good Jobs Report, Defense Stocks on Fire 
News Roundup: Google Breakup, Good Jobs Report, Defense Stocks on Fire 

Google breakup headlines are overblown, good jobs are bad for bonds, and defense stocks are one winner in of our combative world.

Image representing blog post When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello?
When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello?

When 1% of stocks = 80% of Gains, Do You Invest like Charlie Munger or Charlie Bilello? “Diversification is a protection against ignorance. It makes very little sense for anyone…

Image representing blog post Interview: ChatGPT ETF Mimics Top Investors. Will It Work?
Interview: ChatGPT ETF Mimics Top Investors. Will It Work?

Doug Clinton’s Intelligent Livermore ETF uses ChatGPT, Gemini, and Claude to copy Warren Buffett and other top investors to pick stocks. Will it work?

Image representing blog post Weekly Roundup: Stock Picking is Back, Naughty September, Welfare State, Visa a Buy?
Weekly Roundup: Stock Picking is Back, Naughty September, Welfare State, Visa a Buy?

Stock picking back into style, September’s mysteriously low returns, profit margins up, and is America becoming a welfare state?

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