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I have developed a few thumb rules to investing, which work for me. These have come through trial and error over a lifetime of investing.
There is no empirical evidence for it and some of these rules may not work for others (so there is no point debating them)
We have had several meetups with subscribers in the last 2 years. One of the most common question is ‘what do you think about the market’ ?
It is important to unpack this question and on why people ask this question
Most people want to know if the stock market is overvalued (so that they can sell) or undervalued (so that they buy). The other reason is that they ...
Our long term returns, including the last 5 years have been decent, but not without the usual bumps. For example, we had a rough 2022
At the end of 2022, we wrote the following to our subscribers
I am not happy with the performance. I am not going to share excuses around the Fed increasing rates, rising inflation and so on. Instead, we will analyze what went...
