Insights

September 2025: Intra-year volatility vs. Calendar Year Returns
August 2025: High Debt Not a Dealbreaker for Markets
June 2025: Strong Performance Unlikely to Continue
May 2025: No, America Didn't Stop Making Things
February 2025: How Extreme was Recent Large Growth Performance?
February 2025: The Real Story Behind Current Market Concentration
September 2024: How Have Global Living Standards Changed?
January 2025: The Magnificent Seven Wins Again
June 2024: Does Jeff Bezos Pay Less Tax Than a Teacher?
June 2024: Magnificant Seven Performance
June 2024: Country Debt and Stock Returns
May 2024: Gold Hasn't Been Effective at Tracking Inflation
March 2024: Encouraging Data from Value's Past and Present
March 2024: How US Stocks Have Performed in an Election Year
March 2024: Historical Return Predictions
January 2024: Mining the Bitcoin ETF Buzz
January 2024: Magnificent Seven Returns
October 2023 : Russell 2000 Style Drift
September 2023 : When Value Delivers
September 2023 : History Is On Value's Side
July 2023 : How Often do Small Cap, Value, and High Profitability Outperform?
June 2022 : Beware the Hidden Costs of Indexing
Intraday Trading
June 2021 : Is Your Small Cap Value Fund Misleading You?
January 2021 : Tesla's Charge Reveals the Weak Points of Indexing
October 2018 : Beyond Expense Ratios - Total Cost of Ownership