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Why Now Is a Good Time to Launch Your Stock-Market Strategy

It may seem like a strange assertion that now is a good time to start investing in stocks. After all, the stock market has been in a long bull market that has now extended into its ninth year, stock valuations are widely
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An Inconvenient Truth and Other Points To Ponder

An inconvenient truth “Momentum is a big embarrassment for market efficiency.” — Eugene Fama, professor of finance at the University of Chicago and Nobel Laureate in Economic Sciences, in a speech at the CFA Society
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The Fed, Interest Rates, and the Eventual End of the Bull Market

After nine long years of Federal Reserve policies dominating the economic and investing landscape, it's understandable if many readers are experiencing acute "Fed fatigue" and have largely tuned out news relating to it.
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Should Annual Seasonality Be Part Of Your Investing Strategy?

The first significant volatility the stock market has faced in months has finally pulled the trigger on the annual seasonality sell signal today. This signal had been getting close to being triggered in recent days, and
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Market Observations: Breadth and Foreign Valuations

Two random observations to pass along today. They're not related (at least directly). I'm just throwing them into this post together. Market Breadth Narrowing Again Much has been written about the "FAANG" stocks —
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Bulls & Bears — Spring 2017 Edition

It's May, the month when some investors point to the "Sell in May and go away!" playbook for investing instructions. As we explained a few years ago in Protecting Your Portfolio Against An Unfavorable Election Cycle, we
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Investing with the Long-Term in Mind

In reading through Winning the Loser’s Game, source of this month’s cover article, I was especially taken by a chapter titled simply “Time” (much of which we included in the excerpt). It’s not that what Ellis wrote was new
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Stock Market Valuations

In the April newsletter, we wrote an article titled The Truth About P/E Ratios. That article noted that the stock market is currently very richly valued when compared to its historical pricing, but also that market
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The Truth About P/E Ratios

Noted economist and fund manager John Hussman warns we’ve recently arrived at “the most broadly overvalued moment in market history.” Nobel prize-winner Robert Shiller warns “the market is way overpriced.” Yet plenty of
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The Question For Investors

For investors who follow market news closely, there always seems to be something to worry about. Today, there’s frequent chatter about elevated P/E ratios and impending rate hikes, concern about how much longer the aging
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