Posts filed under “Investing”

10 Things About Living Longer in Retirement


Source: BlackRock

Category: Asset Allocation, Digital Media, Investing

RWM Coming to San Francisco and Silicon Valley in May!

The week of May 4-8th, we will be in San Francisco and Silicon Valley meeting with clients, presenting to a few tech firms, and generally enjoying the Bay area. To those of you who may be familiar with our investing philosophy but want to learn how we actually manage assets, please contact us. This visit presents an opportunity to have a…Read More

Category: Asset Allocation, Investing

What March Madness Can Teach US About Investing & Trading

We are down to the Sweet 16 in the NCAA’s men’s college basketball tournament, otherwise known as March Madness, which depending upon your perspective is either the most exciting month in sports or the American collegiate plantation system writ large. As is my wont, I seek out lessons in what I see, hunting for parallels in sports, politics, et…Read More

Category: Apprenticed Investor, Cognitive Foibles, Investing

Hierarchy of Investment Skill

Source: Chief Investment Officer

Category: Digital Media, Investing

My Mea Culpas from 2014

    > My Sunday Washington Post Business Section column is out. Its time for my annual mea culpas from last year. I like what the editors did with the print version headline: As neither of us is infallible, here are my mea culpas from 2014. Here’s an excerpt from the column:  I have been performing…Read More

Category: Apprenticed Investor, Investing

Cyclical Bear or Secular Bull Market ?

When discussing bull and bear markets, it sometimes helps to think of them as coming in two distinct flavors: Short-term cyclical markets and long-term secular ones. Knowing one from the other isn’t always easy. A number of  veteran market observers such as Raymond James’s Jeffrey Saut, technician Ralph Acampora, strategist Laszlo Birinyi and market historians…Read More

Category: Cycles, Investing, Markets, Technical Analysis

Bear Markets Happen

Source: WSJ

Category: Cycles, Investing

Three Commandments of Stock Valuation

Many metrics can be used to value markets. Which should you trust? Barry Ritholtz Washington Post, March 7 2015       “Faced with the choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof.” — John Kenneth Galbraith Let’s take a look…Read More

Category: Apprenticed Investor, Investing, Valuation

Bonds, DST, Howard Stern & Other Randomness

Between a Tweet and a full column is a netherworld where ideas often get lost. Rather than let these tweener concepts slip through the cracks, now and again I like to gather them in one place (see, e.g., this) — if only to see if any discernible patterns emerge. Here’s my latest run of random ideas: 1. Is there a shortage of A-rated…Read More

Category: Fixed Income/Interest Rates, Humor, Investing

Why Warren Buffett is $72 billion richer than you

Source: Fortune

Category: Digital Media, Investing, Psychology