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 04/04   The Stingy News Weekly: April 4, 2020 
 04/04   The path ahead 
 04/04   Vanguard investors holding steady 
 04/04   Against all odds 
 04/04   Advertising apocalypse 
 04/04   When dollar cost averaging matters most 
 03/28   The Stingy News Weekly: March 28, 2020 
 03/28   Buying during a crisis 

Most Recent Stingy News

The Stingy News Weekly: April 4, 2020
04/04/20 :8:51 PM ESTSNW
This week we have indexing, advertising, DCAing, holding, and more.
More SNW: The Stingy News Weekly: March 28, 2020
The Stingy News Weekly: March 22, 2020

The path ahead
04/04/20 8:10 PM ESTManagement
"Since then, things have slid further and faster economically than anyone could have imagined. As of today, we have been spared what was predicted in the more catastrophic medical forecasts, but what started as theoretical and distant feels dangerous and ever-present. I have two friends-of-friends in the ICU with it, the first COVID-19 death in Missouri was in Columbia last week, and you can't read about what's taking place in NYC and react with anything other than deep concern."
More Management: The open-office trap
Paid for luck

Vanguard investors holding steady
04/04/20 6:47 PM ESTIndexing
"The typical trader is buying equities on the dips, but older, wealthier traders are moving modestly to fixed income. On balance, we believe these levels of trading indicate that the vast majority of investors are maintaining a long-term perspective despite the market turmoil."
More Indexing: Bond ETFs are being dislocated
2020 Couch Potato Model Portfolios

Against all odds
04/04/20 6:34 PM ESTHealth
"The Winnipeg lab also had been working for years on an Ebola vaccine, one that looked tremendously effective in animal models. The lab had even produced human-grade vaccine in the hopes of testing it in people. But as of April 2014, that still hadn't happened. The vaccine had never been deployed in an outbreak."
More Health: Naval Ravikant talks about coronavirus
How to respond to COVID-19

Advertising apocalypse
04/04/20 6:09 PM ESTMedia
"Nearly three-quarters of those surveyed say the current ad downturn will be worse than the financial crisis in 2008. About a quarter of those surveyed by IAB have pulled all of their advertising through the second quarter. Another 46% are reducing their ad spend for the same period."
More Media: How things go viral
John Malone interview

When dollar cost averaging matters most
04/04/20 5:56 PM ESTMarkets
"Even the contributions that were way too early or way too late in relation to the bottom look amazing in terms of their growth. Those contributions have had longer to run than the more recent purchases but that.s the whole point."
More Markets: Buying during a crisis
Prepare for more weird

The Stingy News Weekly: March 28, 2020
03/28/20 :1:33 PM ESTSNW
This week we have bear markets, innovation, weirdness, bond ETFs, and more.
More SNW: The Stingy News Weekly: March 22, 2020
The Stingy News Weekly: March 15, 2020

Buying during a crisis
03/28/20 1:26 PM ESTMarkets
"Nevertheless, there is a silver lining for investors who are buyers of equities right now. Every dollar they invest in the current market environment will grow to far more than one invested in months prior, assuming that the market eventually recovers."
More Markets: Prepare for more weird
After the fall

How innovation works
03/28/20 1:19 PM ESTTech
"In this interview, Yaron Brook sits down with Matt Ridley to discuss innovation and the bottom up process which 'flourishes in freedom'." [video]
More Tech: Mispriced innovation
The rise of the robots

Prepare for more weird
03/28/20 1:16 PM ESTMarkets
"The market going down rapidly is less unusual than it going up rapidly. Typically the speed of down moves is twice as fast as up moves. For the current up moves to be so fast is astounding."
More Markets: After the fall
Good decisions in uncertain times

Bond ETFs are being dislocated
03/27/20 11:01 PM ESTIndexing
"The chart below shows us the dislocation between the AGG and its benchmark. Clearly, things became dislocated on March 10th, 11th, 12th, etc."
More Indexing: 2020 Couch Potato Model Portfolios
Kung Fu fighting

The hardest part of buy and hold
03/27/20 10:19 PM ESTBehaviour
"The hardest part of a buy and hold strategy is that for it to work as expected, you have to do both the buying and the holding when markets are falling too. It's much easier to both buy and hold when markets are going up."
More Behaviour: Why generalists triumph in a specialized world
There is always enough time to panic

Buying a bear market
03/27/20 7:30 PM ESTStingy Investing
"Perhaps most encouragingly, investors who bought at the start of bear markets generally fared well - provided they held on. On average, the market gained 13.3 per cent in the 12 months after moving into bear-market territory and 34.3 per cent over the 24 months from the bear's beginning. Subsequent bull markets usually added a great deal to these gains." [$]
More Stingy Investing: Momentum down
A more generous strategy

The Stingy News Weekly: March 22, 2020
03/22/20 :7:09 PM ESTSNW
This week we have bear markets, valuations, thrift, and more.
More SNW: The Stingy News Weekly: March 15, 2020
The Stingy News Weekly: March 8, 2020

After the fall
03/22/20 6:35 PM ESTMarkets
"Once stocks fall 20%, long-term returns start to improve with every painful leg lower. This is why it's so important to stay in the game. Nobody ever said you have to have all of your money in stocks, but you can't be all cash either because lower returns today plant the seeds for higher returns tomorrow."
More Markets: Good decisions in uncertain times
Risky returns

Good decisions in uncertain times
03/22/20 6:31 PM ESTMarkets
"Over the full 24-month period, returns remained very strong, with small value earning positive returns in 100% of 24-month periods and having the highest absolute performance of these four categories. Small growth performed the next best, then large value, with large growth being the worst performer."
More Markets: Risky returns
U.S. valuation

Letter from Ernest Buffett
03/22/20 6:26 PM ESTBuffett
"For a good many years your grandfather kept a certain amount of money where he could put his hands on it in very short notice. For a number of years I have made it a point to keep a reserve, should some occasion come up where I would need money quickly, without disturbing the money that I have in my business. There have been a couple occasions when I found it very convenient to go to this fund. Thus, I feel that everyone should have a reserve."
More Buffett: 2 hours of Buffett
Berkshire Hathaway letter

Risky returns
03/22/20 6:15 PM ESTMarkets
"Many investors are experiencing the real downside of stockmarkets for the first time. Suddenly they're no longer placid, happy holiday resorts where riches gently roll to shore simply by waiting. A volcano has erupted and everyone is running around with their hair on fire stealing each other's coconuts and hoarding pineapples."
More Markets: U.S. valuation
The right time to buy

U.S. valuation
03/22/20 6:08 PM ESTMarkets
"median valuations in the US stock market: large, mid, then small cap"
More Markets: The right time to buy
An ill wind

The right time to buy
03/22/20 6:04 PM ESTMarkets
"Our country has experienced World Wars, inflation, deflation, stagflation, financial panics, and everything in between. We have come out of all of these events stronger than ever, and we will do so today. It's going to hurt like hell, but we'll pull through this."
More Markets: An ill wind
Money back after a bear market

An ill wind
03/22/20 6:01 PM ESTMarkets
"In other words, if investors see there's a path to health, they'll gladly welcome financial incentives that provide a path to restoring wealth."
More Markets: Money back after a bear market
Who cares what Mr. Market thinks

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