By Jack Forehand, CFA, CFP® (@practicalquant) — There are some areas of life where you can never have all the answers – no matter how much you know, how smart you are, or…
Tag: Practical Quant
Five Things to Keep in Mind During Bear Markets
By Jack Forehand, CFA, CFP® (@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.” —…
Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — The market’s amazing run in the wake of the pandemic has finally hit its first speed bump this year, with the S&P 500 down around 15%…
The Importance of Flows
By Jack Forehand, CFA, CFP® (@practicalquant) — I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately,…
Evaluating the Current Arguments in the Value vs. Growth Debate
By Jack Forehand, CFA, CFP® (@practicalquant) — After a decade of massive outperformance, the tide has finally turned against growth investors this year. The combination of stretched valuations, less favorable fed policy and…
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came…
Should Investors Fear the Yield Curve Inversion?
By Jack Forehand, CFA, CFP® (@practicalquant) — It seems like are never a shortage of issues out there that can cause fear for investors. There is always at least some wall of worry…
Four Ways Value Investors Can Use Momentum
By Jack Forehand, CFA, CFP® (@practicalquant) — I have probably talked too exhaustively now in my articles about my natural preference for value investing. Feeling like I am buying something for less than…
The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies
By Jack Forehand, CFA, CFP® (@practicalquant) — It is hard to believe that I am coming up on twenty years of running quantitative investing strategies. And in those twenty years, I have probably…
Lessons From the Rise and Fall of ARK
By Jack Forehand, CFA, CFP® (@practicalquant) — Fundamental value investors like me tend to get jealous when a new growth investor comes on the scene and generates huge returns. We go through various…