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Session 37: Passive Investing Choices
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5 months ago
Country Risk 2025: The Story behind the Numbers!
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5 months ago
Session 34: Market Timing - Does it Work?
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5 months ago
The Imitation Game: Defending against AI's Dark Side!
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5 months ago
Session 36: More in Investor Performance- Continuity and Consistency
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5 months ago
A "Fairly Highly Valued" (Stock) Market: The Fed Chair Opines but should anyone listen?
Last week, Jerome Powell called US equities "fairly highly valued", squishy words but words that were viewed as a warning about overpriced US equitie…
5 months ago
Session 33: Market Timing Approaches - Valuing the Market
In this session, we look at extending valuation approaches developed for valuing individual stocks to valuing the entire market. We begin by using an…
5 months ago
A Golden Year: Gold's Price Surge in 2025 - Macro Signal or Pricing Noise?
In 2025, as stock and bond markets climbed walls of worry nonchalantly to set new highs, gold has had a banner year, climbing 57% in the first ten mo…
5 months ago
Session 30: Market Timing - Setting the Table
In this session, we begin by arguing that all investors are market timers, insofar as they decide how much to invest and when to invest, with the dif…
5 months ago
Trillion dollar Market Caps: Fairy Tale Pricing or Great Businesses?
A few weeks ago, Nvidia hit a $5 trillion market cap threshold, and while it has retreated since, we have seen a wave of companies breaching the tril…
5 months ago