If you sold stocks in a panic after Russia’s invasion of Ukraine triggered tremendous volatility in the market, you’re not alone, reports an article in CNBC. The S&P 500 fell…
Tag: Long Term Stock Market Returns
Evidence Shows Value Has Beaten Growth For Longer Than We Thought
The value effect—the pattern of value stocks outperforming growth stocks—has been around for a lot longer than most people realize, contends an article in MarketWatch, and there is historical data…
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.” We discuss the history of inflation and…
Lessons Learned Since 1999 “Dow 36,000” Prediction
When James Glassman and Kevin Hassett published their book “Dow 36,000” in 1999, they predicted the title number would be reached in 3 to 5 years—not the 22 years it…
Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy
In this week’s episode we are privileged to be joined by Jim O’Shaughnessy. Jim is a pioneer in quantitative investing and the founder of O’Shaughnessy Asset Management. He is also…
Three Things to Remember When Markets Decline
By Jack Forehand (@practicalquant) — “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” —…
Diversification: The Only Free Lunch on Wall Street
The value of long term asset diversification, sometimes known as “the only free lunch on Wall Street” is discussed in a recent MarketWatch article offering “Five Steps to Beating the…
Curb Your Enthusiasm
Richard Turnill, BlackRock’s chief global investment strategist, advises investors to “curb their enthusiasm.” Turnhill commented in BlackRock’s most recent weekly market commentary: “We see a global portfolio made up of…
Bogle: No Stock Pickers in What Looks Like an Expensive Market
Jack Bogle, founder of the Vanguard Group, tells CNBC that “there is no such thing as a stock picker’s market.” He goes on to say that the phrase, “a stock…
An Argument for a 100% Equity Portfolio
David Levine, formally in charge of fixed income for Sanford C. Bernstein & Company, writes in the New York Times that “the best asset allocation, nearly all the time, is…