Posts filed under “Investing”

Quantifying the impact of chasing fund performance

 

Category: Hedge Funds, Investing, Think Tank

In Stock Market, Anxiety Can Be Good Thing

Source: WSJ

Category: Digital Media, Investing, Sentiment

Why should investors care about geopolitics?

One of the concerns for investors is how markets keep powering higher despite all of the geopolitical turmoil: The grinding Syrian civil war that has spilled into Iraq, the clash between Israel and Gaza, the Crimea annexation and now the confrontation between Russia and Ukraine. That thinking gets the issue precisely backward. The proper question…Read More

Category: Investing, Markets, Psychology, War/Defense

Auction: $38 Million Ferrari 250 GTO

A Ferrari 250 GTO becomes the most expensive car ever sold at an auction at a sale in Pebble Beach, California. Aug. 14, 2014

Category: Investing, Weekend

Why Long-Term Investors Beat Short-Term Traders

No matter what, the long-term investor comes out ahead of the short-term trader Barry Ritholtz Washington Post, August 10, 2014   Last time, we looked at why traders are at an almost insurmountable disadvantage against investors due to short-term capital gains taxes. Many of you wrote in to note several factors that would have allowed…Read More

Category: Apprenticed Investor, Investing, Trading

The Idiots of San Diego County’s Pension Investment Committee

It’s a basic form of storytelling, used in countless books and movies: Two people, in similar circumstances, confronted by difficult choices. One does what is right, even if it seems like the harder choice. He fights through the many challenges, has moments of self-doubt and worry, before ultimately being rewarded. The other takes the easy…Read More

Category: Investing, Really, really bad calls

Another look: A short-term trader won’t beat long-term investor

  My Sunday Washington Post Business Section column is out. This morning, we revisit the advantages the long term passive indexer has versus short term active traders. The print version had the full headline The trader can narrow the gap but won’t win, while online, it was called No matter what, the long-term investor comes out ahead…Read More

Category: Apprenticed Investor, Investing, Trading

Last month, I spilled a considerable number of pixels explaining why Rupert Murdoch’s Time Warner bid had no significance to whether or not this is a market top. My short list included complaints of cherry picked data that somehow ignored most of Murdoch’s M&A activity over the past half century; a laughably small sample size…Read More

Category: Cognitive Foibles, Investing, Markets, Psychology, Really, really bad calls, Trading

Our Self-Inflicted Economic Wounds

In sports, all great competitors know that they have a choice, even when confronted with daunting, insurmountable odds. They can lay down and let the larger, stronger opponent run up the score. Or they can find a way to compete, to make a game of it. A good loss is a dignified way to show…Read More

Category: Investing, Really, really bad calls, Taxes and Policy

Welcome to the Muppet Economy

Slipping back into my regular routine is sometimes a challenge after a few days of traveling. The first day back in the markets — especially following a week like we had to end July and begin August — can be a bit of an adjustment. A few days away allows the accumulation of jaded skepticism…Read More

Category: Hedge Funds, Investing, Really, really bad calls