Investment Articles

• Home Bias and Global Diversification (January 2018)
• 2017
• • Lessons for the Next Crisis (October 2017)
  • Stop Monkeying Around! (September 2017)
  • When Rates Go Up, Do Stocks Go Down? (June 2017)
• 2016
• • The Forecasting Season (December 2016)
  • Pokemon Investing! (August 2016)
  • Politics and Investing (June 2016)
  • The Polyphony of Markets! (April 2016)
  • Pension Budget Threats! (February 2016)
  • Should Investors Sell After a Correction? (February 2016)
  • Ten Predictions to Count On (January 2016)
• 2015
• • The Deep End! (December 2015)
  • The Patience Principle (September 2015)
  • Living on the Edge! (April 2015)
  • Top 10 Investment Guidelines (March 2015)
  • The World Cup of Investing! (February 2015)
• 2014
• • CAPE Fear - Valuation Ratios and Market Timing (November 2014)
  • Over the hedge! (November 2014)
  • The Seven Day News Diet! (July 2014)
  • The Certainty Principle (June 2014)
  • One Green Bottle! (May 2014)
  • Surprise! No Selloff in 2013 (January 2014)
• 2013
• • Many Happy Returns (December 2013)
  • Eugene Fama awarded Nobel Prize in Economics (October 2013)
  • Top Drawer Investment (October 2013)
  • Second Guessing! (July 2013)
  • The Art of Letting Go (June 2013)
  • You Have to Be in Gold! (May 2013)
  • 2012: The Year It Didn't Happen (February 2013)
• 2012
• • Balancing your Fixed Income Decisions (December 2012)
  • Dividends (October 2012)
  • In Other News (August 2012)
  • Taking the Plunge (August 2012)
  • Event Horizon (June 2012)
  • The Cost of Safety (June 2012)
• 2011
• • When Risk is Sovereign (October 2011)
  • Investing by the Stars (August 2011)
  • Living with Volatility (August 2011)
  • Discipline (July 2011)
  • Risks Worth Taking (May 2011)
  • Apocalypse Grill (May 2011)
• 2010
• • Dollars to Donuts (June 2010)
  • Rate Expectations (February 2010)
• 2009
• • Commercial Property Professionals Buying Again (September 2009)
  • Efficient Markets (August 2009)
  • Market Commentary (June 2009)
  • Are We There Yet (April 2009)
  • A Resolution Worth Keeping (January 2009)
• 2008
• • Markets Work (September 2008)
  • Investment Strategy for the Credit Crunch (July 2008)