Investing Analysis

Learn an Investment Lesson from an Ivy League’s Mistakes

One of the country’s top Ivy League universities lost 27% of its endowment in the last fiscal year while this fund was down only 3.6%…

Top 10 Mistakes #4

Mistake #4 on my list of the top 10 mistakes investors make is ignoring cost. Cost is a vital determinant of investment performance.

The Bull Market in Corporate Bonds

The only place to pick up conservative yield is...

Top 10 Mistakes #5

Entry #5 on my list of the 10 biggest mistakes that investors make is focusing on potential return before risk. I have been in the investment business for over four decades and I can tell you that the most successful investors are those who evaluate risk ahead of return.

Only One Way to Go

The investment environment looks (a) great or (b) grim? Here is my answer.

Empty Storefronts

Anecdotal evidence offers serious reason for concern about the economy! I just returned from a 2,000-mile Harley trip from Newport, RI, to Blowing Rock, NC, and back. There’s no doubt about it: the economy is in trouble.

Top 10 Mistakes #6

Entry #6 on my list of the 10 biggest mistakes investors make is failing to focus on the Fed’s federal funds rate beacon. Today the fed funds rate is basically zero. That means rates have only one way to go-up!

Peculiar Divergences

What worries me most about the stock market…

Top 10 Mistakes #7

How does a triad of a 20% prime rate, $200-per-barrel oil and $2,000-per-ounce gold sound to you? Are these numbers possible, or even probable? Oh yeah!

Top 10 Mistakes #8

More money has probably been lost by overreaching for yield than by any other misguided strategy. Today, investors are really spooked.