Most Recent Stingy News
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| The Stingy News Weekly: January 29, 2023 |
| 01/29/23 9:10 PM EST | SNW |
| This week we have dividends, value, phones, and more. |
| More SNW: The Stingy News Weekly: January 22, 2023 |
| The Stingy News Weekly: January 15, 2023 |
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| Be wary of extreme yields |
| 01/29/23 6:17 PM EST | Stingy Investing |
| "Overall, returns tend to fall dramatically when yields reach extremely high levels." |
| More Stingy Investing: The easy way to returns |
| The smaller stable dividend portfolio |
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| No customer service |
| 01/29/23 6:05 PM EST | Management |
| "When there's no option to pick up the phone, at some point it obviously creates all kinds of havoc in customers' lives" |
| More Management: Job interview nightmare |
| The Cheesecake Factory marvel |
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| Tim talks value |
| 01/29/23 5:46 PM EST | Value Investing |
| Tim McElvaine talks about some of his recent investments. [video] |
| More Value Investing: Valuation risk strikes |
| The bubble has not popped |
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| Avoiding Unhappiness |
| 01/29/23 5:15 PM EST | Thrift |
| "it seems that we can't buy happiness with a fistful of dollars or a stack of credit cards. The thrill of a new purchase is short-lived. But money spent to reduce our financial worries, such as by paying off credit card debt, may help stave off the unhappiness that can lead to depression." |
| More Thrift: Rich income |
| Spending money |
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| Valuation risk strikes |
| 01/29/23 5:06 PM EST | Value Investing |
| "We think there's ample room for continued normalization of multiples that should continue to support small-cap and value stock returns globally in the decade ahead." |
| More Value Investing: The bubble has not popped |
| Vincent Daniel and Porter Collins interview |
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| Arithmetic vs. geometric returns |
| 01/29/23 4:52 PM EST | Markets |
| "with apologies to all the people who know this by heart, let me spend today discussing the difference between arithmetic and geometric returns and why understanding this relationship is crucial for long-term investment success." |
| More Markets: Asset allocation crash risk |
| Price-to-fantasy ratio |
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| Asset allocation crash risk |
| 01/29/23 4:50 PM EST | Markets |
| "While Factor-Based and Risk-Parity portfolios exhibit best risk-adjusted returns in the long run, the Dynamic Asset Allocation reduces the abandonment risk due to its lower expected drawdown. Across all strategies, risk-tolerant investors that rely on the longer history for setting their expectations, experience significantly better outcomes, particularly if their investment horizon includes times of crisis" |
| More Markets: Price-to-fantasy ratio |
| Harvey vs the spread |
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| The Stingy News Weekly: January 22, 2023 |
| 01/22/23 6:55 PM EST | SNW |
| This week we have dividends, low fees, periodic mixing, and more. |
| More SNW: The Stingy News Weekly: January 15, 2023 |
| The Stingy News Weekly: January 8, 2023 |
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| Rich income |
| 01/22/23 5:35 PM EST | Thrift |
| "if you're interested in understanding how your income compares to others in the U.S. (and whether that makes you rich), then you've come to the right place. So, how much income do you need to be rich? Let's find out." |
| More Thrift: Spending money |
| New rules for success |
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| The easy way to returns |
| 01/17/23 2:18 PM EST | Stingy Investing |
| "Slashing fees is an easy, and practical, way to boost long-term returns and it explains the popularity of low-fee funds and very low-fee index funds in particular." |
| More Stingy Investing: The smaller stable dividend portfolio |
| Asset Mixer Update |
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| The smaller stable dividend portfolio |
| 01/17/23 2:17 PM EST | Stingy Investing |
| "I used a combined injection of low-volatility and dividends on large stocks to form the Stable Dividend portfolio. This time around I'm using a similar approach to inoculate smaller stocks to form the, imaginatively named, Smaller Stable Dividend portfolio." |
| More Stingy Investing: Asset Mixer Update |
| Periodic Table Update |
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| Price-to-fantasy ratio |
| 01/17/23 1:58 PM EST | Markets |
| "If reported earnings next year merely match the likely final 2022 level of $181, then the current price-to-forward earnings (P/F) ratio is 21. In 2023, if earnings tumble just 20% from 2022 levels, then the correct current P/F ratio is 26, hardly a bargain." |
| More Markets: Harvey vs the spread |
| A disaster for Tesla |
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| Asset Mixer Update |
| 01/17/23 12:54 PM EST | Stingy Investing |
| We've updated our Asset Mixer to include real data for 2022. |
| More Stingy Investing: Periodic Table Update |
| Asset Mixer Update |
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| Periodic Table Update |
| 01/17/23 12:53 PM EST | Stingy Investing |
| We've updated our periodic table of annual returns for Canadians to include real data for 2022. |
| More Stingy Investing: Asset Mixer Update |
| Periodic Table Update |
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| The Stingy News Weekly: January 15, 2023 |
| 01/15/23 9:34 PM EST | SNW |
| This week we have Cliff, interviews, bacon, and more. |
| More SNW: The Stingy News Weekly: January 8, 2023 |
| The Stingy News Weekly: January 1, 2023 |
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| Cliff Asness interview |
| 01/15/23 8:56 PM EST | Asness |
| "Cliff joins the show to discuss FTX, AMC, why hedge funds aren't hedging, the role of index funds and a whole lot more." |
| More Asness: Clifford Asness talks value |
| Quant Cassandra |
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| A place to start |
| 01/15/23 8:29 PM EST | Retirement |
| "The 4% rule may be making a comeback. But it's just a starting point - and you shouldn't necessarily follow it precisely." |
| More Retirement: It is not a bad time to retire |
| Going the distance |
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| Job interview nightmare |
| 01/15/23 8:32 PM EST | Management |
| "Companies are seemingly coming up with new, higher, and harder hoops to jump through at every turn. That translates to endless rounds of interviews, various arbitrary tests, and complex exercises and presentations that entail hours of work and prep. There can be good reasons for firms to do this - they really want to make sure they get the right person, and they're trying to reduce biases - but it's hard not to feel like it can just be too much." |
| More Management: The Cheesecake Factory marvel |
| CFO age and financial misreporting |
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| Uncorrelated assets |
| 01/15/23 8:28 PM EST | :Asness |
| "Recently, Dimensional Fund Advisors wrote critically on 'liquid alts.' They make some good points, but they also draw some odd conclusions that if applied more generally would not be to their (or our) liking. Besides discussing their piece, below I take this opportunity to review the general rationale behind holding uncorrelated assets (in particular, equity 'factors' held in a long-short manner)." |
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| Spending money |
| 01/15/23 8:11 PM EST | Thrift |
| "How people invest their money tends to be hidden from view. But how they spend is far more visible, so what it shows about who you are can be even more insightful." |
| More Thrift: New rules for success |
| Save enough |
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