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Recent Posts
- Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes
- The Earnings Mirage: Why Corporate Profits are Overstated and What it Means for Investors
- Factors from Scratch: A Look Back, and Forward, at How, When, and Why Factors Work
- Future U.S. Equity Returns: A Best-Case Upper Limit
- Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence
- Speculation in a Truth Chamber
- Diversification, Adaptation, and Stock Market Valuation
- A Value Opportunity in Preferred Stocks
- Asset Markets as Banks
- The Paradox of Active Management
- The Value of Active Management: A Journey Into Indexville
- The Impact of Index Investing: A Follow-Up
- Index Investing Makes Markets and Economies More Efficient
- In Search of the Perfect Recession Indicator
- Growth and Trend: A Simple, Powerful Technique for Timing the Stock Market
- Trend Following In Financial Markets: A Comprehensive Backtest
- The Impact of Taxes on Investor Returns
- Momentum: Slip Counterfactuals, the “Stale Price” Effect, and the Future
- Financial Backtesting: A Cautionary Tale
- Operant Conditioning, Market Trends, and Small Bets: A 2012 vs. 2008 Case Study
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