Reviewing the Leaders of 2017
Being a mindful investor means you learn from the past, focus on the present, and plan for the future. One way to learn from the past is to review the top and bottom performing stocks over a certain time period and think about what you got right and what you may have missed.
Demographics and Investment Horizons
Demographics have always been a fascinating investment topic for me. They present an interesting time dilemma in that the data is so long-term that it literally takes decades for themes to emerge and progress...
Concerned About Commodities
I'm seeing commodities and energy stocks reaching important resistance levels here, leading me to expect some sort of correction in the coming weeks...
Robots and Research
There is no doubt that automation and AI will continue to impact the financial industry in the coming years. But as I read about Wells Fargo using AI to rate stocks, three things came to mind that bring to light the benefits and the challenges of automating the research process...
A Crypto for Carrying On An Undertaking...
It's hard to ignore the bubble-like quality of cryptocurrencies. Now before you dismiss me as a crypto-hater, let me qualify this by saying I agree with Jack Ma's (and others') take that blockchain technology is indeed impressive with so many potential applications...
Comparing Cap Tiers
I wrote a piece over at seeitmarket.com about cap tiers, comparing the 2007 market top to what we're seeing now. At this point, both the large cap and mid cap indexes have broken to new closing highs, while small cap stocks have yet to do so...
Three Life Lessons From My Yoga Instructor
I have experienced a number of significant life changes in recent years. One of the most powerful has been incorporating a mindfulness practice into my routine...
Talking Bitcoin With My Wife
Yesterday morning my wife and I had "the talk." I was a bit caught off guard. Not really ready to talk about it yet. Not sure how to handle all the questions that would arise. Just not sure we were ready for this. That's right, she asked me what Bitcoin was...
Big Tech and Big Round Numbers
The "macro" side of behavioral finance involves getting inside the heads of other investors to take advantage of the irrational decisions that people tend to make with their investments...
Presenting the 20/40/60/80 Portfolio
One of my side projects for years has been thinking of different ways to measure market breadth. I've often gravitated toward approaches that involve evaluating individual names and then generalizing from there...
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“Those who can not remember the past are condemned to repeat it.”