Economy and Investing

Well, maybe we don’t really so much mean United States “against the world” as United States stock market “versus” the rest of the world.  In any case, we’ve gotten a few inquiries of late from clients wondering why their portfolios haven’t been soaring as the…

Topics: Economy and Investing

Bad news can be like waves sweeping in and breaking along a sandy shore.  The quiet rumble as the watery walls form, break, and lap upon the shingle fades from our conscious awareness until the surge from a sudden harmonic convergence leaves us scrambling for higher ground.  It feels like one of those moments right now,…

Topics: Economy and Investing, TheLiveBigWay® Digest

DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. And not just any ideas, but the best thinking coming out of academic research in the science of economics. …

Topics: Dimensional Fund Advisors, Economy and Investing

Many methods have been proposed over the past century and more for achieving superior investment performance through stock picking. Some of the most popular approaches include the following: Fundamental Analysis Technical Analysis Momentum Investing GARP (Growth at a Reasonable Price) Dogs of the Dow The...
Topics: Economy and Investing

The 2014 edition of Dalbar’s long-running study of mutual fund investors (which we’ve written about before) has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high and…

Topics: Economy and Investing

By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with a segment on 60 Minutes a week ago Sunday, followed by the Today…

Topics: Economy and Investing