Silver as an investment

Category Archives: Rate Of Return

The Stock Market & The FOMC – An Astonishing Statistic

Authored by Pater Tenebrarum via Acting-Man.com, An Astonishing Statistic As the final FOMC announcement of the year approaches, we want to briefly return to the topic of how the meeting tends to affect the stock market from a statistical perspective. As long time readers may recall, the typical performance of the stock market in the […]

Eric Peters: Today’s Opportunities Include Negative Convexity, Complexity, Illiquidity, Leverage, Or All The Above

From the latest Weekend Notes by Eric Peters, CIO of One River Asset Management Anecdote “What are the odds we come across an opportunity in the coming 4yrs to earn 20%?” the investor asked his team. “High,” they answered. “The odds are 100%,” he said, having seen this movie a few times. “So our cost […]

These Were The Best Performing Assets In July And YTD

July was a great month for virtually all asset classes (at least those tracked by Deutsche Bank) with the notable exception of what, which tumbled after surging previously. As DB’s Jim Reid writes, there was strong performance for most assets in the bank’s sample as various market volatility measures trended lower over the past month […]

The Best And Worst Performing Assets Of The First Quarter

Welcome to a new financial quarter. As part of the usual review of last month and Q1 asset performance, it is worth nothing one surprising element of Q1 we showed over the weekend, namely that the VIX index had its lowest average quarter since Q4 2006. According to Jim Reid, who is perplex by this […]

Howard Marks Redux: “There They Go Again” – Why Stock Investors Develop Amnesia

Authored by Johnny Hopkins via The Aquirer's Multiple blog, One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Howard Marks. Howard Marks is Chairman and Co-Founder of Oaktree Capital Management, the world’s biggest distressed-debt investor. He’s known in the investment community for his “Oaktree memos” to clients which detail investment strategies […]

5 Financial Myths You Should Ignore

Authored by Richard Rosso via RealInvestmentAdvice.com, The financial terrain is strewn with robust fables cleverly disguised as facts. The setbacks to financial security due to stock market returns never realized, the precious time and human capital necessary to make up for market losses, the ingenious data-mining undertaken by populist gurus that want you to believe […]

The World’s Second Most Deceptive Chart

Authored by Lance Roberts via RealInvestmentAdvice.com, Last week, I discussed the “World’s Most Deceptive Chart” which explored the deception of “percentage” versus actual “point” losses which has a much greater effect on both the real, and psychological, damage which occurs during a bear market. To wit: “The problem is you DIED long before ever achieving that 5% […]

The World’s Most Deceptive Chart

Via Lance Roberts of RealInvestmentAdvice.com, I received an email last week which I thought was worth discussing. “I just found your site and began reading the backlog of posts on the importance of managing risk and avoiding draw downs. However, the following chart would seem to counter that argument. In the long-term, bear markets seem harmless […]

WACC Is Back: Getting Ready To Live In An Era Of Rising Rates

Submitted by Adam Taggart via PeakProsperity.com, When I was fresh out of college in the mid-90s, I landed a job at Merrill Lynch. I was an "investment banking analyst", which meant I had no life outside of the office and hardly ever slept. I pretty much spoke, thought, and dreamed in Excel during those years. […]

3 Things: Distortions, Earnings Missed, You’re Crazy

Submitted by Lance Roberts via RealInvestmentAdvice.com, Distortions Of Investing One of the most important readings I have done as of late was from Horizon Kinetics on investing and modeling. It’s a bit long, but worth a read particularly if you are of the “buy and hold” type mentality. While the whole piece is worth reading, here was […]