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 01/17   The Stingy News Weekly: January 17, 2019 
 01/17   Age-invariant asset allocation 
 01/17   Value's death exaggerated 
 01/17   VAH: Akre 
 01/17   An inevitable market downturn 
 01/17   O'Shaughnessy Q4 2019 letter 
 01/10   The Stingy News Weekly: January 10, 2019 
 01/10   Rebalancing frequency 


Most Recent Stingy News

The Stingy News Weekly: January 17, 2019
01/17/20 :9:31 PM ESTSNW
This week we have value, predictions, allocations, and more.
More SNW: The Stingy News Weekly: January 10, 2019
The Stingy News Weekly: January 3, 2019

Age-invariant asset allocation
01/17/20 9:17 PM ESTRetirement
"In the present environment, the stock market is poised to deliver 2.52%/year over the next ten years. You can do better with an investment-grade portfolio of bonds."
More Retirement: Count the cash
What number

Value's death exaggerated
01/17/20 9:05 PM ESTValue Investing
"Over the last 12 years, the relative valuation of value and growth moved from the 21st percentile to the 97th percentile. This revaluation explains most of value's underperformance. Today, the relative valuation level is close to the most attractive valuation level in history at the peak of the tech bubble in 2000."
More Value Investing: VAH: Akre
O'Shaughnessy Q4 2019 letter

VAH: Akre
01/17/20 9:08 PM ESTValue Investing
"S02 E02 Akre Never Sells, What Buffett Should Buy and Damodaran's Market Delusion" [video]
More Value Investing: O'Shaughnessy Q4 2019 letter
Value's underperformance

An inevitable market downturn
01/17/20 8:05 PM ESTStingy Investing
"There were 138 separate downturns in the S&P 500's inflation-adjusted record, based on Prof. Shiller's data. About 36 per cent of them lasted for one month and 67 per cent of them lasted for three months or less before the market moved up to new highs." [$]
More Stingy Investing: The power of reinvesting dividends
Asset Mixer Update

O'Shaughnessy Q4 2019 letter
01/17/20 8:03 PM ESTValue Investing
"our updated in-house 10-year point estimate for the U.S. market's nominal total return fell during the year, and now sits at ~1.5% annualized, which would mean a ~16% total return over the next decade."
More Value Investing: Value's underperformance
Value after hours

The Stingy News Weekly: January 10, 2019
01/10/20 :9:05 PM ESTSNW
This week we have rebalancing, value, not selling, and more.
More SNW: The Stingy News Weekly: January 3, 2019
The Stingy News Weekly: December 27, 2019

Rebalancing frequency
01/10/20 7:27 PM ESTMarkets
"My prior with most market-based analyses is that the patterns we observe are just noise and randomness. Given the conclusions found from those who have studied rebalancing previously, I am inclined to believe that this is true in this case as well."
More Markets: The art of not selling
The long suffering

Value's underperformance
01/10/20 7:03 PM ESTValue Investing
"Critics of value investing have declared the death of value. However, the empirical analysis suggests it is unlikely because the size of the current drawdown, while painful, is not an outlier, and the pre- and post-2007 data suggest there have been no statistically significant changes in the two drivers of the value premium - migration and profitability. The simple explanation for value's underperformance is the relative increase in the valuations of growth stocks."
More Value Investing: Value after hours
The presumed end of value

The art of not selling
01/10/20 6:38 PM ESTMarkets
"Of our most costly mistakes over the years, almost all have been sell decisions. The mistake, in virtually every instance, has been selling too soon."
More Markets: The long suffering
A pension storm

The Stingy News Weekly: January 3, 2019
01/03/20 :7:19 PM ESTSNW
This week we have updates to the Asset Mixer and Periodic Table for Canadians, dividends, declines, optimism, and more.
More SNW: The Stingy News Weekly: December 27, 2019
The Stingy News Weekly: December 16, 2019

How things go viral
01/03/20 7:15 PM ESTMedia
"Derek Thompson stops by The Compound to discuss how and why things go viral with Barry and Michael. Derek is a staff writer at The Atlantic and author of 'Hit Makers.'" [video]
More Media: John Malone interview
The dark forest theory

What a time to be alive
01/03/20 6:43 PM ESTWorld
"The difference between an optimist and a pessimist isn't usually over substance. It's the time frame they're looking at. Problems are easier to spot today, but progress is almost always more powerful over time."
More World: The best decade in human history
Talk about nuclear

The long suffering
01/03/20 6:36 PM ESTMarkets
"We know that stocks are risk assets, and that U.S. government bonds, specifically one-month T-Bills, are often referred to as risk-free assets. But the absence of risk can be very costly if your goal is to outpace inflation, which is why we take risk in the first place. Looking at this chart, one should conclude that risk-free is not only reward-free, but its the epitome of risk."
More Markets: A pension storm
Profits always matter

The power of reinvesting dividends
01/03/20 6:29 PM ESTStingy Investing
"The relative gains highlight the potential benefits of dividend reinvestment. The boost is so compelling that most investors like to use total returns rather than capital gains when studying the market." [$]
More Stingy Investing: Asset Mixer Update
Periodic Table Update

Asset Mixer Update
01/03/20 6:18 PM ESTStingy Investing
We've updated our Asset Mixer to include nominal data for 2019.
More Stingy Investing: Periodic Table Update
The flip side of tax-loss selling

Periodic Table Update
01/03/20 6:17 PM ESTStingy Investing
We've updated our periodic table of annual returns for Canadians to include nominal data for 2019.
More Stingy Investing: The flip side of tax-loss selling
Dividend investing under the microscope

The Stingy News Weekly: December 27, 2019
12/27/19 :7:32 PM ESTSNW
This week we have a top decade, value, private markets, and more.
More SNW: The Stingy News Weekly: December 16, 2019
The Stingy News Weekly: December 11, 2019

The best decade in human history
12/27/19 6:04 PM ESTWorld
"Let nobody tell you that the second decade of the 21st century has been a bad time. We are living through the greatest improvement in human living standards in history. Extreme poverty has fallen below 10 per cent of the world's population for the first time. It was 60 per cent when I was born. Global inequality has been plunging as Africa and Asia experience faster economic growth than Europe and North America; child mortality has fallen to record low levels; famine virtually went extinct; malaria, polio and heart disease are all in decline."
More World: Talk about nuclear
Cheap vs expensive countries

Value after hours
12/27/19 5:36 PM ESTValue Investing
"Passive melt-up and more" [video]
More Value Investing: The presumed end of value
Improving deep value strategies

The illiquidity discount
12/27/19 5:32 PM ESTBehaviuor
"The preference for illiquid, infrequently-priced assets that don't smash you in the face with their volatility (even though it's really there) could be rational in the same sense. Perhaps a levered small cap portfolio is a rational investment for long-term investors, but there's little chance they'd stick with it full-cycle. However, they find PE easy to stick with? It's not hard for me to imagine these are both true for some (or many)."

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