2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and…
Please excuse the excel spreadsheet, but it’s the easiest way for me to track the data and keep it…
Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…
In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…
Since this blog’s last update on portfolio positioning in early July ’18, the weightings of the positions have changed…