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Uncategorized, Weekly Update

All’s Well in the World


Published September 1, 2017

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We have written a few times this summer about the global force behind the stock market’s unceasing rally so far in 2017. August proved once again how resilient this rally is, with stocks dropping back a bit only to be relaunched to new highs by the end of the month. (more…)

Uncategorized, Weekly Update

No Record Highs Here


Published August 25, 2017

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Below from Delta is a good overview of the gap between different stock indexes and how large that gap has been this year. In reading this remember that small-cap value stocks are the best performing group over the history of the stock market. That this group is so substantially under-performing might mean something. (more…)

Uncategorized, Weekly Update

Market on the Edge?


Published August 18, 2017

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Stocks took a potentially nasty turn this week. Whether that turn leads into a sharper decline will be the question facing investors in the month of September – historically known for providing its share of upset. (more…)

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September 23, 2016 Update


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Snapshots

We found Blaine Rollins’ blog, always a great read, to have a particularly eclectic and interesting panoply of items this week. Here is the string of items we found of interest: (more…)

Uncategorized, Weekly Update

September 16, 2016 Update


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The simple math of stock returns

We have noted in many articles of the past that asset prices come from fundamentals (e.g. earnings/dividends) x investor emotion. Below is a reprint of an article from Ben Carlson’s “A Wealth of Common Sense” blog discussing the same notion but from a much higher power than ourselves – namely Vanguard founder John Bogle!

Take it away Mr. Carlson and Mr. Bogle:
Vanguard’s John Bogle has a simple formula for estimating future stock market returns: (more…)