Navigating Market Crashes

Investment advisors and robo-advisors have a massive disadvantage – they are short-term thinkers. You can easily outperform them by learning the skill of long-term thinking. Short-term thinking leads them to select suboptimal investments and focus on the wrong risk. You can clearly see this because nearly all investment advisors and robo-advisors do the “4 Performance…

Read More

After last night’s US election result, everyone is asking why Trump won and what this means for the US and the world. I have been reading about this all day and came across this insightful perspective from a particularly intelligent fund manager:   “Last night’s election results remind me of the1971 Monty Python album “And…

Read More

  You review your investments and notice that one is not doing well. You sell and buy a different investment that has been doing well for a few years. You heard favourable news in the media, internet or from your advisor related to the new investment. That’s it! That is the gigantic mistake you keep…

Read More

Can You be Confident in the Stock Market? Read full article below or click to watch the whiteboard video summary. Which is true? The stock market is a gamble. It is a decent investment, but it may or may not make money for you. The stock market is a reliable long term investment. It should…

Read More

A few years ago, we held a client event that highlighted the difference between how different types of investors think. I had invited my favourite Hedge Fund Manager and my favourite Growth Fund Manager. It was the contrast in their thinking that I found fascinating. Read more…

Read More

Amateur investors often look down on professional fund managers thinking they are not worth their fees. Meanwhile, professional fund managers tend to think of amateur investors as “dumb money”. What is “dumb money”? It is investors that invest when the markets are high and then sell when the markets are low.

Read More

“The cult of equity is dead.” – Bill Gross, CIO of PIMCO & manager of the world’s largest bond fund   Perhaps the most famous spectacularly incorrect forecast was the August 13, 1979 BusinessWeek article titled “The Death of Equities”. It signaled the start of one of the greatest bull markets in history with the…

Read More