Portfolio management decisions can require a complex understanding of asset allocation, trend evaluation, and an ability to parse through financial information. The people at Shell Capital Management realize that most individuals don’t have the expertise or the time to study these trends, which is why they host the Asymmetric Investment Returns blog, authored by Mike Shell. The blog discusses a variety of different financial topics pertaining to portfolio management, including market efficiency, risk management, market cycles, and various investment programs.
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The term "Independent Thinker" comes up in conversations a lot. I search for a good definition and bold the parts that resonate the most with me. I find a useful explaination at iPersonic: Independent Thinkers are analytical and witty persons. They are normally self-confident and do not let...
I was talking to my friend Joe Olekszyk today about my lifelong search for the truth about asset management when he made one of the best comments I've heard in a long time. Any lie has to have an element of truth in it to get you to bite the hook. The bait that wraps the hook is the truth, but the...
Res tantum valet quantum vendi potest (A thing is worth only what someone else will pay for it)
This extraordinary achievement quite naturally attracts all the attention, yet close observers can say that the real secret to Yale’s remarkable success is defense, defense, defense. But how, you might ask, can defense be so important to Yale’s remarkably positive results?...
I think the single most fascinating thing I've ever seen in regard to investor behavior is that some of investment banks and brokers still exist. I was watching the Oscar's the other night when this guy made the statement: Forgive me, I must start by pointing out that three years after our...
Someone mentioned a mutual fund company pointed out that three of the five largest mutual funds are money markets and the largest is a bond fund. That’s not an unusual comment from a mutual fund company . Most mutual funds have a relative return objective so they primarily stay fully...
Over the weekend I was looking for something in my library when I came across an old book I've had for nearly two decades. In fact, it's been out of print for a while. Ned Davis wrote the book "Being Right or Making Money" in 1991. It's a story about the games people play trying to be right on...
Once again, investor sentiment changes after a drift in market prices. Investors were previously optimistic about future prices, but after a decline in stocks the past few days their optimism plunged into pessimism. Investors have emotional reactions to a drift in price (trend) and it's mostly...
Someone on a private message board for investment professionals posted a link to an article that included statements like: “Our Rules-Based Investing process has always been 100% strategic and completely eliminates human emotion from the decision-making process, hence the Rules-Based...
A little pullback in stock prices should be no surprise. Investor optimism the past several months has been far above its historical average and at a level that normal precedes at least a short term trend reversal to declining prices. In fact, the current 21-week streak of consecutive above average...