Did you miss the hidden story? Did you miss the recent 10% climb of equity markets? The media would have you notice the more sensational headlines about stocks tumbling 2% in one day; however, there are also articles about the markets “fending off the bear”. The media will draw your attention headlines that have you [...]
Archive for the ‘Flawed Active Philosophies and Strategies’ Category
The Hidden Story of October
Wednesday, October 26th, 2011WSJ: Stocks Surge as Investors Flee
Wednesday, October 6th, 2010I was teaching last night at Rollins College Retirement Planning Today® and one of the things we talked about is that there are consequences of prudent vs. poor investment philosophy and investment strategies. I spoke to this article in the WSJ in October 1st; this is a review of the third quarter. The chart on the [...]
Money Magazine: Market Timing Perils
Monday, July 12th, 2010I’m starting to notice a pattern here, whenever we see increase volatility in the market, we see an increase number of people asking about market timing. Money Magazine August edition berried in the very, very back cover at the very bottom it has some stats. Very interesting information the problem is you have to know [...]
Bond Expert Bill Gross Recants
Friday, June 25th, 2010I just about came out of my skin yesterday when Katie forwarded me an article. Let’s go back in time, go in the archives to February 2009 did a video on this exact article titled Bill Gross the seven hundred forty seven billion dollar bond man declares the death of equities. Let’s fast-forward to yesterday [...]
Beating Market with Active Management Fails Again
Tuesday, June 1st, 2010Once again we see the perils of active money management to you the investment. The article in Daily Finance titled, trying to ‘Beat The Market, Ask The Question Your Broker Dreads.’ The question is what about Bill Miller? Bill Miller is the active fund manager for the Legg Mason value trust. He built a very [...]
What Can We Learn From Goldman
Monday, April 26th, 2010There’s a powerful lesson that can be learned from Goldman Sachs. Investment News article here states, “Fund Managers Smacked By Bets on Goldman Sachs.” It listed three different funds and had them as ten percent of their assets invested just in one individual stock. To quote from the article, “This was one of those stocks [...]
Active Management Zero Sum Game
Wednesday, March 3rd, 2010So Katie and I just got back from a lunch where we had the privilege of hearing Roger Ibsen speak. He is a Professor of Finance at the Yale School of Management, he has his PhD from the University of Chicago, MBA from Indiana University, as well as his BS from Perdue University. He is [...]
Beating Fund Managers
Wednesday, January 27th, 2010So I was recently reading Fortune magazine’s investor guide for 2010, and buried in all the speculating and the predictions they had a great article on page 54 titled, “Can You Outsmart the Market?” It spoke to the fact that most investors are terrible at market timing and quoted the Dow Bar research showing that [...]
Vanishing Fund Act
Wednesday, January 6th, 2010Did you ever want to do magic like David Copperfield? I was reminded of this recently when I was reading Smart Money. This is the January edition, 2010. Page number 15, the article is titled, “The Great Fund Disappearing Act.” Now, magic can be very entertaining, except when it’s at the expense of you, the [...]
Fund Managers Avoiding Their Own Funds
Tuesday, November 3rd, 2009I want to know if you find this as disturbing as I do, so once you’re done watching the video, go below and leave us a comment. Headline, Investment News, “Skin Deep: Most Portfolio Managers Avoiding Their Own Funds” So, let me ask you a question, if you were a mutual fund manager would you [...]