In the ongoing battle between those who believe that the stock market is in a bubble and those who do not, you may have heard mention of something called the CAPE Ratio. Among market indicators, this ratio has the strongest track record in predicting future market returns. What does the CAPE say [...]
Emerging consensus?
At 82 years old, investment manager Jeremy Grantham has seen his fair share of market cycles. And as a U.K. native now living in the U.S., he maintains a balanced perspective. In an interview last week, Grantham shared his unvarnished view of the U.S. market. “American capitalism has become fat and [...]
One feather at a time – continued
Last week, I talked about some of the unsettling trends in financial markets. In that article, I focused on the role of brokers and day traders and noted that it takes two to tango. But it turns out the dance floor is quite a bit more crowded than that. Yes, the brokers and the day traders are doing [...]
Too slow?
This week, I received an email from a reader—let’s call him Tom. He described his experience managing through this year’s unruly market. After the market dropped in February and March, he said, the equities side of his portfolio lost a lot of value. So he decided to rebalance his account—that is, to [...]
The five minds of the investor
As an individual investor, what’s the key to success? It’s a question I hear a lot, especially in volatile times like this. The answer, I think, is that there isn’t one key; there are many—five actually. The most successful investors seem to be equal parts: 1. Optimist 2. Pessimist 3. [...]
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