I attended a large foundation’s investment committee meeting the other day to learn about their investment strategy. One of the managers they utilize for large cap U.S. stock investments was there to talk about their methodology for achieving better returns over time than standard market benchmarks such as the S&P 500. In brief, they explained…
Read more

Since the beginning of this year we’ve seen a number of spectacular first-day gains among Initial Public Offerings (IPOs). Lyft rose 21% before closing with a gain of 9%. Pinterest soared 25% but was overshadowed by Levi Strauss’ 31% advance. And even those impressive returns pale in comparison to Zoom, which – true to its…
Read more

Of all the schemes stock market investors have come up with to try to avoid losses and/or to beat the market, market timing is probably one of the least effective. Simply put, it requires the ability to identify some kind of trigger that enables you to sell your holdings before prices drop, then subsequently finding…
Read more

You may be familiar with the World Economic Forum’s (WEF) annual meeting in Davos, Switzerland, where leaders from around the world meet to discuss the most pressing issues facing our collective societies. The WEF produces a Global Risks Report summarizing the results, based not only on the discussions at the meeting but also on feedback…
Read more