Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Inside the Best Investment Fund
Few people outside the investment world have heard of Renaissance Technologies. Even fewer have heard of its premier fund, Medallion. This article provides some details, based on dozens of interviews. The firm is drawing increasing interest because money earned from it helped the Trump campaign and a number of political organizations. For outsiders, the mystery […]
How Tactical Asset Allocation Helps
This paper from Research Affiliates shows that many people time markets, without acknowledging it, and do so to their detriment. It develops several simple strategies for deciding how to tilt an investment portfolio of “smart beta” strategies and compares the results. Selecting the three smart beta strategies with the best past performance would have cost […]
Handling the Post-Election Realignment
The last few weeks are evidence that market forecasters don’t know much. They said before the election that a Clinton victory would be good for stocks and a Trump victory would be bad for stocks. Some observers were forecasting sharp drops of 10% to 15% if Trump were to win. Traders initially followed this view. […]
Rules-Based Investing
What are the traits of a successful investor. I’ve tried to make clear in Retirement Watch that in all your financial decisions you need a process. People make mistakes when they don’t have a process. They use rules of thumb, short cuts, intuition, or whatever bit of information they recently encountered. This article explains from […]
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The Election and Your Portfolio
The election everyone said they hated is behind us. Now we plan for the results. Post-election forecasts are as precarious as pre-election forecasts. I remember after Bill Clinton was elected in 1992, the consensus was that stocks of “green companies” would do well and defense stocks would do poorly. There even were newsletters and mutual […]
Navigating an Improbable Year and Preparing for More Surprises to Come
Don’t fall into the extrapolation trap that snares most investors. Too many investors extrapo- late the recent past into the indefinite future. They believe whatever has happened in the economy and markets recently will continue to happen. Behavioral finance economists and psychologists call this “recency” bias. (I know most dictionaries don’t accept “recency” as a […]
Talking Investing with David Swenson of the Yale University Endowment
The longtime head of the Yale University Endowment is famous in money management circles but not so much elsewhere. In this article, The New York Times talks to him about his career, strategies for managing money, and more. In a series of extended interviews, he and more than a half-dozen of his investment-office veterans discussed […]
The Byron Wein Investment Update
The Blackstone strategist generally is bullish about the economy and U.S. stocks. In his latest monthly essay, it makes several arguments in favor of his bullish thesis. But he also writes about what worries him and what events could make his outlook wrong. My principal worry is earnings disappointment. According to Bianco Research, revenues in […]
