Tag Archives: passive investing

Are Six Months Responsible For All Gains in Stocks Since 2000?

Six months are not responsible for all gains in stock market since 2000. This conclusion in some articles was based on the wrong choice of returns. The correct number is about 32.

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Do Nothing Fund Management: Another Distortion That Will Disappear

Another distortion, courtesy of the low interest rate policy of the Fed, that is now way overextended and serves political goals is the “do nothing fund management.” Market timers are being replaced by accountants because fund management boards think the … Continue reading

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Can The Stock Market Rise Without Stimulus?

The market has lost its momentum after the Fed ended its quantitative easing program. The 42 million dollar question is this: Can the stock market uptrend continue without stimulus from central banks. The answer is: Probably not for long.

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The Transition From Strategic To Tactical Asset Allocation

Most investors avoid forecasting (timing) methods because of the theoretical and practical difficulties that are associated with the transition from strategic to tactical asset allocation. If a transition is decided, assigning the task to a registered adviser with experience in … Continue reading

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Short-Term Rate Increase Neutralized

On December 16, 2015, when the Fed raised short-term rates, the 10-Year Note yield was at 2.29%. After about a month, the market has neutralized the Fed action and the 10-Year Note yield has fallen by about 25 basis points.

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The “Lazy Investor” Revenge

Central bank policies have allowed a revenge of the “lazy investor” after a loss of confidence due to the crash of 2008. Many active strategies that invest in stock index tracking products underperform buy and hold after 2009 but this … Continue reading

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