Beating Buy and Hold: Understanding Earnings

Investors in stocks want to improve on the "buy and hold" approach. They want to beat the market in good times, but especially to avoid bad times. This requires active management of your portfolio, including watching some key indicators. It does not require you to become a whirling dervish, making major allocation changes with each […]

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How to Profit from the Shiller CAPE Ratio

Regular readers know that I am a skeptic when it comes to the Shiller CAPE ratio approach to market valuation. I am delighted to report that I have discovered how to profit handsomely from Prof. Shiller's method. There is nothing like a convert! Background I have reviewed the Shiller method on several occasions, usually challenging […]

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