How to Get a Grip on Mass Psychology in the Financial Markets of the World 

“Over and over and over again,” investors have historically followed the same psychological path.  In the financial markets, where investment frenzies can build up and then erase billions of dollars from investors’ portfolios, as was the case during the internet stock bubble of the 1990s and the real estate bubble of the mid-2000s, mass psychology…… Continue reading How to Get a Grip on Mass Psychology in the Financial Markets of the World 

Current Asset Allocation

Stocks with low CAPE values result in higher returns and vice versa. The long-term view of the stock market reflects extended periods of surge and stall. These periods, known as secular bull markets and secular bear markets, are not optical illusions; rather they are extended periods when market valuations (i.e. price/earnings ratios: P/Es) are either…… Continue reading Current Asset Allocation

What do I offer

What do I offer? There are more mutual funds and exchange traded funds today than there are publicly traded stocks. It’s unnecessary and confusing to investors. I developed a concentrated investment strategy with greater growth potential than 100% stocks and/or your typical strategic asset allocation strategy. How will it make your life better? You’ll have…… Continue reading What do I offer

The flaws with the most widely used strategy for investing

Standard asset allocation practice (“strategic asset allocation”) produces unstable results. Remember Harry Markowitz, father of Modern Portfolio Theory which strategic asset allocation is based on, describes two stages in his Nobel award winning paper: The first stage starts with observation and experience and ends with beliefs about the future performances of available securities. The second…… Continue reading The flaws with the most widely used strategy for investing