October - December 2013 articles archive home
2014 predictions
Brazil to win Soccer World Cup but don’t rule out Germany.
U.S. economy growth recovery of 3.4%.
Hillary Clinton to announce her run for the presidency midyear.
Change of leadership in South Africa.
Tuesday, December 31, 2013 ... more
What type?
Profiling helps individuals become better investors by highlighting deficiencies in their investment style and interaction with the market such as trading too much, selling too early, being unable to cut losses, or simply not using information effectively.
Monday, December 30, 2013 ... more
We hardly admit it, but we're drowning. Everyone reading is pretty much unable to stay above the tide. Like fish, only more sentient, we're dead centre of the slurry, oceans of information swarming our eyes, crashing our senses.
Friday, December 27, 2013 ... more
Practical suggestions
Most of the practical suggestions which can be offered are necessarily of a somewhat negative character. We can point out the errors to be avoided much more successfully than we can lay out a course of positive action.
Tuesday, December 24, 2013 ... more
15 things
All good principles are timeless, and Fisher's famous "Fifteen Points to Look for in a Common Stock" from Common Stocks and Uncommon Profits remain as relevant today (as a qualitative guide to finding companies with good growth prospects) as when they were first published in 1958.
Monday, December 23, 2013 ... more
It’s a concept ...
... that can be difficult to come to terms with, but you might not be as smart as you think. Here are a few questions to give some insight into the answer:
Friday, December 20, 2013 ... more
The investment management industry is based on the premise that smart, hard-working managers with cutting-edge technology can outperform “the market.”
Thursday, December 19, 2013 ... more
On macros
We don’t know what lies ahead in terms of the macro future. Few people if any know more than the consensus about what’s going to happen to the economy, interest rates and market aggregates.
Wednesday, December 18, 2013 ... more
Lessons learnt
I had made what I believe was one of the more valuable decisions of my business life. This was to confine all efforts solely to making major gains in the long-run…
Tuesday, December 17, 2013 ... more
No one can better teach us the deepest meaning of freedom than this man who spent half his adult life imprisoned. The essence of freedom is found in immovable conviction.
Friday, December 13, 2013 ... more
Unfortunately, trust is in rare supply these days. People are having trouble trusting each other and that applies to the workplace, where employees yearn for leadership that’s transparent and trustworthy.
Thursday, December 12, 2013 ... more
Whether …
… stocks are overvalued or fairly priced isn’t the question investors should be asking.
Wednesday, December 11, 2013 ... more
Extracts from The Psychology of The Stock Market witten by G.C. Selden in 1912:
Tuesday, December 10, 2013 ... more
Winning investors over
Investors may claim that they learn something more subtle than actual facts from the CEO’s tone or demeanour,” says Dr Simon Taylor, "but it’s unlikely."
Monday, December 9, 2013 ... more
Perhaps ...
... our single most dangerous bias is that we naturally assume everyone else is more susceptible to thinking errors than we are, a tendency known as the “bias blind spot.”
Friday, December 6, 2013 ... more
Don't ...
... confuse fear bubbles with stock bubbles. As long as the newspapers, the TV and the radio are warning of a stock market bubble chances are it doesn’t exist.
Thursday, December 5, 2013 ... more
From Barry …
Since the end of World War II (1945), the Dow has seen 27 corrections of 10% or more, 12 of which had turned into full-blown bear markets (with losses of 20% +).
Wednesday, December 4, 2013 ... more
Can't be done
A lot of investors will tell you that a low-cost portfolio of index funds may work for some, but not for them. They have a ‘It’s different for me’ mentality.
Tuesday, December 3, 2013 ... more
Santa rally & January effect
There is some disagreement as to what period the Santa rally applies to. It is believed to have first been coined in 1972 to describe the performance of stock markets in the final five days of one year and the first two days of the next.
Monday, December 2, 2013 ... more
A grim story
Confirmation bias is our tendency to notice and accept that which fits within our preconceived notions and beliefs, motivated reasoning is our complementary tendency to scrutinize ideas more critically when we disagree with them.
Friday, November 29, 2013 ... more
The job
From the Epicurean Dealmaker’s response to the news that Goldman Sachs now expects its junior professional employees to take Friday nights and Saturdays off ...
Thursday, November 28, 2013 ... more
Goldman Sachs …
… predicts a "significant decline" in gold in 2014, following losses of around 26% so far this year. Bullion is set to fall at least 15% next year says the bank.
Wednesday, November 27, 2013 ... more
To paraphrase Mark Twain … Tuesday, November 26, 2013
Not yet Monday, November 25, 2013
In 1965 … Friday, November 22, 2013
Nonsense Thursday, November 21, 2013
Trust Wednesday, November 20, 2013
Picking cash … Tuesday, November 19, 2013
Your strongest beliefs Monday, November 18, 2013
Every person … Friday, November 15, 2013
Since … Thursday, November 14, 2013
Business advice … Wednesday, November 13, 2013
At all-time highs Tuesday, November 12, 2013
All you gotta do Monday, November 11, 2013
A true sceptic … Friday, November 8, 2013
Selfish Thursday, November 7, 2013
Outperformance Wednesday, November 6, 2013
When it comes to investing … Tuesday, November 5, 2013
Investing in art Monday, November 4, 2013
What is indifference? Friday, November 1, 2013
The discourse ... Thursday, October 31, 2013
You want the truth? Wednesday, October 30, 2013
Ninety per cent … Tuesday, October 29, 2013
EY's RGMF Monday, October 28, 2013
Scientism ... Friday, October 25, 2013
Legions … Thursday, October 24, 2013
Since 2009 … Wednesday, October 23, 2013
Bullish Tuesday, October 22, 2013
A seller for every buyer Monday, October 21, 2013
Thinking is hard ... Friday, October 18, 2013
Why they underperform Thursday, October 17, 2013
Financial markets … Wednesday, October 16, 2013
Sobering Tuesday, October 15, 2013
Into africa Monday, October 14, 2013
What’s wrong … Friday, October 11, 2013
In today’s world … Thursday, October 10, 2013
The track record … Wednesday, October 9, 2013
Something to believe in Tuesday, October 8, 2013
Grandaddy of all myths Monday, October 7, 2013
It’s time to quit … Friday, October 4, 2013
In a rational world … Thursday, October 3, 2013
FT on the debt ceiling Wednesday, October 2, 2013
Rose coloured glasses Tuesday, October 1, 2013
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