By Jack Forehand (@practicalquant) One of the most dangerous games we all can play in investing is the game of looking back and thinking about what we should have done.…
Tag: Investing Lessons
Lessons from a Quantitative Investing Conference – Part Deux
By Jack Forehand (@practicalquant) Last week, I had the privilege of attending Alpha Architect’s annual Democratize Quant conference for the second time. The conference brings together leaders in the fields…
Investor Options When Star Manager Leaves
Using the example of Henry Ellenbogen’s departure from T. Rowe Price at the end of this month, an article in Barron’s speaks to whether investors should “take your money and…
Swedroe: Investing Offers No Safety Flags
In an article for ETF.com, BAM Alliance director of research Larry Swedroe argues that there are no assurances as to when it’s safe to invest in the stock market. “For…
Market Wisdom from Howard Marks
In a recent podcast, author Tim Ferris interviews Howard Marks to discuss the Oaktree Capital co-founder’s views on investor psychology, his new book Mastering the Market Cycle: Getting the Odds on…
The Pitfalls of Back Testing
By Jack Forehand (@practicalquant) — Active investment managers have a pretty dismal long-term record. Depending on which study you look at somewhere between 80% and 90% of managers underperform their benchmarks…
Lessons Learned Since the Financial Crisis
By John Reese (@guruinvestor) — It’s been over a decade since the financial crisis that led to the deepest economic downturn since the Great Depression, one that pulled the financial…
Common Mistakes in Factor Investing
By Jack Forehand (@practicalquant) — With the release of Michael Batnick’s new book “Big Mistakes: The Best Investors and Their Worst Investments” last week, the topic of mistakes in investing has…
Every Investor Should Read These O'Shaughnessy Tweets
In a recent Bloomberg article, columnist Barry Ritholtz references a provocative tweetstorm by famed investor James O’Shaughnessy regarding “investor ignorance.” “The post, as regular readers know,” writes Ritholtz, “was about…
Why What Sells Isn’t What Works in Investing
By Jack Forehand (@practicalquant) — There are many disconnects in the asset management industry between what sells and what succeeds. Often, what is the most effective for obtaining clients is the…