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The Ultimate Guide to Safe Withdrawal Rates – Part 20: More Thoughts on Equity Glidepaths

Welcome back to the 20th installment of the Safe Withdrawal Rate series. Check out Part 1 to jump to the beginning of the series and for links to the other parts! 2,921 more words

Personal Finance

The Optimist and the Pilot

According to most investment managers asset prices are high/elevated. Perma-bear sightings are an hourly occurrence.

On closer inspection, there is a disconnect between the investment manager’s newsletter and the cash levels of the portfolio. 402 more words


Is Shopify Overrated ?

Shopify (SHOP INC) is the commerce company that is offering Shopping As A Service. SaaS ( Software As A Service ) is a technology trend which has a huge amount of hype surrounding  it. 566 more words


Are commodities cheap enough?

“From the post-crisis bottom in 2009 until today, the S&P 500 is up a staggering 215.4%.During that same timeframe, most major commodities crashed and then went sideways. 37 more words

The Ultimate Guide to Safe Withdrawal Rates – Part 19: Equity Glidepaths in Retirement

One of the most requested topics for our Safe Withdrawal Rate Series (see here to start at Part 1 of our series) has been how to optimally model a… 2,704 more words

Personal Finance

The Existential Value Investor

The launch of the iPhone X has inspired me to re-launch the definition of a value company.

Like many product launches I am still working on the definition whilst I distract you with some hype. 508 more words


With Friends Like These…

There is a saying in our business,”the trend is your friend.” Given the recent downturn in trend following returns, I am reminded of another saying, “with friends like these, who needs enemies.” I was in a meeting recently with a consultant who asked a question we have heard many times over the years. 269 more words

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