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Stock Market Fixated on Crude Oil: Portfolio Changes Needed?

Stock Market Fixated on Crude Oil: Portfolio Changes Needed?

Sources: International Monetary Fund, Global price of WTI Crude , retrieved from FRED, Federal Reserve Bank of St. Louis https://research.stlouisfed.org/fred2/series/POILWTIUSDM, March 25, 2016. January...
Financial News Headlines Undermine Investing Patience

Financial News Headlines Undermine Investing Patience

A case study in just how easily the media’s headline predictions and warnings can mislead is attached in the essay below. In this...
Diversifying Your 401(k) / 403(b): Don’t Make Fund Allocations Equal

Diversifying Your 401(k) / 403(b): Don’t Make Fund Allocations Equal

“You want to diversify. But how? Harry Markowitz won a Nobel Prize in economics for solving this problem. But when Markowitz made his own...
A Profitable Exercise in Market Timing before the 2008 Crash Causes Regret

A Profitable Exercise in Market Timing before the 2008 Crash Causes...

Today, stock prices are fairly high while growth is widely expected to be slow. Should equity owners sell? I did, prior to the...

Six Insights from Warren Buffett (plus a couple of caveats)

Warren Buffett’s annual Berkshire Hathaway shareholder letter provides insight into investment strategy worthy of consideration by all investors. This year’s letter, celebrating the 50th...
Chasing Performance : Don't Trip on International Stock Funds

Chasing Performance : Don’t Trip on International Stock Funds

Over the past five years, US stocks have trounced foreign stock performance. In case you are now considering a reduction in your foreign...
Venezuela's socialism creates huge economic distortions

Venezuela’s Gasoline, Essentially Free, Makes for a Fascinating Border Crossing but...

After crossing into Venezuela from the Colombian border town of Cúcuta on our recent vacation, we proceeded to a lodge an hour away....
Venezuela: A Vacation Enjoyed Though Hugo Chavez Always in the Background

Venezuela: A Vacation Enjoyed Though Hugo Chavez Always in the Background

Parallel to the fascinating economic landscape of Venezuela are physical beauty, friendly people, and delicious food. However, State Department travel warnings about the prevalence...