The Stingy News Weekly (01/10/2016)
New from StingyInvestor
Asset Mixer Update
We've updated our Asset Mixer to include nominal data for 2015.
Periodic Table Update
We've updated our periodic table of annual returns for Canadians to include nominal data for 2015.
Culture eats strategy
"Nucor probably didn't have any core attributes that were unavailable to its competitors. It simply made better choices and was more fanatical about sticking to them. The resulting success was deserved. This is why culture eats strategy." [Management]
Trend following backtest
"I'm going to conduct a comprehensive backtest of three popular trend-following market timing strategies: the moving average strategy, the moving average crossover strategy, and the momentum strategy. These are simple, binary market timing strategies that go long or that go to cash at the close of each month based on the market's position relative to trend. They produce very similar results, so after reviewing their performances in U.S. data, I'm going to settle on the moving average strategy as a representative strategy to backtest out-of-sample." [Momentum Investing]
MiB: Michael Covel
"On this week's Masters in Business radio podcast, I speak with Michael Covel, author of Trend Following and Turtle Trader. Covel is a student of trading, and has helped demystify a number of fascinating aspects of how top traders achieve their greatness." [Momentum Investing]
Consider the last great tax shelter
"Self-employment is the last of the great tax shelters." [taxes]
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