CKBlog

Thursday, January 23, 2020

Wuhan Coronavirus: a Look Back at SARS & the Market

With more news outlets covering the recent outbreak of the Coronavirus and the first reported case in the US, we thought that a post on the topic was warranted.

Read on: Wuhan Coronavirus: a Look Back at SARS & the Market

Topic: The Market

Wednesday, January 22, 2020

Netflix and Chill

Netflix was up 4,181% during the 2010s. It was the best performing stock in the S&P 500 Index. Would you have held it the whole time?

Read on: Netflix and Chill

Topic: The Market

Friday, January 10, 2020

Look Out for Outlooks 2020 Edition

It’s that time of year again where strategists share their predictions for the market in 2020. Ignore them. For the last three years I have documented their accuracy. And while these folks are no doubt brilliant, their predictions (guesses) have, on average, missed the mark by a wide margin.

Read on: Look Out for Outlooks 2020 Edition

Topic: The Market

Friday, February 01, 2019

Look Out for Outlooks 2019 Edition

It’s very difficult to successfully predict the future. Whether your expertise is in elections, the weather, or financial markets, if your profession requires you to make predictions, then your profession requires you to be wrong most of the time.

Read on: Look Out for Outlooks 2019 Edition

Topic: The Market

Friday, January 25, 2019

2018 Market Review

2018 reminded investors that equity markets are unpredictable and volatile. As they should be. Otherwise, why should we expect 8-10% returns per year over the long run?

Read on: 2018 Market Review

Topic: The Market

Wednesday, July 25, 2018

Things Move Fast. Slow Down. Our 2018 Q2 Market Review

In this era of social media, it is important to remember that events which used to take hours, days, weeks, or even months to reach the news are now shared with millions within minutes. Due to constant “breaking news” we are all subject to instant analysis, gut reactions, and ultimately superficial responses to events. It’s hard to block out the noise. Things seem to be moving too fast. What to do?

Read on: Things Move Fast. Slow Down. Our 2018 Q2 Market Review

Topic: The Market

Friday, April 20, 2018

Don’t Sleep on Non-US Stocks

Over the last 14 years in the business ... one thing has become clear to me. Mean reversion is real and universal. Things that have been hot for a while tend to cool down. Likewise, things that have been out of favor eventually become the favorites. You earn the fruits of the good times by sticking through the bad times. What am I talking about?

Read on: Don’t Sleep on Non-US Stocks

Topic: The Market

Wednesday, February 14, 2018

Is it Time to Break Up with the S&P?

Many of you out there have committed nearly 100% of your investable assets to the S&P 500 index or have been contemplating doing just that. Given the recent correction (we officially hit a 10% sell-off in the index), on this Valentine’s Day, I ask “should you break up with the S&P?”

Read on: Is it Time to Break Up with the S&P?

Topic: The Market

Friday, January 19, 2018

2017 Market Review

Notes from our CIO on the Market in 2017, and some things to consider in 2018.

Read on: 2017 Market Review

Topic: The Market

Wednesday, January 17, 2018

Look Out for Outlooks!

Look Out, the 2018 Financial Outlooks are out!

Outlooks are rarely accurate. It is impossible to successfully and consistently predict the outcomes of the financial markets, especially in the near term. 2017 is a perfect example of why the markets have the habit of proving prognosticators wrong.

Read on: Look Out for Outlooks!

Topic: The Market