Timely investment themes informed by deep historical research
One of the most common factors I get asked about in my travels is Sales Growth. One would think that investing in companies with massively growing sales is a great idea. Maybe they just signed a huge contract, or that new product toy was a holiday favorite. Unfortunately, companies whose sales are growing the fastest tend to be about as likely to succeed as this inexperienced skier circa 2004.
Read MoreBe weary the current rally. Short covering is playing a prominent role. Market pundits have been talking about the outperformance of heavily shorted stocks for weeks. Make no mistake, short covering is a key factor in the market rally, but the decline of pessimism is ultimately a good thing for long-term investors.
Read MoreConfounding, uncertain and volatile markets have left many investors wondering what glimmer of hope to hold on to. It isn't yet evident to investors, but in some respects the market is returning to normalcy.
Read MoreSelf-control, along with intelligence believe it or not, is one of the characteristics most commonly associated with success according to research. In this volatile market, self-control is an utmost requirement. It is typically after a drawdown such as the one we've experienced since July that investment strategy begins to come into question.
Read MoreThe popular wisdom that bear markets occur at expensive valuations is unsubstantiated fiction. The truth is bear markets occur all the time at a wide range of valuation levels.
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