Blogvesting

The finance literature is littered with examples of many calendar effects in the stock market; the following is a partial list :

The weekend effect : The mean return from buying stocks on Friday and selling them on Monday is larger than buying stocks on Monday and selling on Friday. This is especially unusual since the [...]

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In the past month, I have increased my exposure to the stock market, primarily in the technology sector, only to see my positions decimated. Stock prices now seem completely divorced from fundamentals. Even companies with substantial cash reserves and well-positioned to ride out the economic storm are now trading at below cash value. To quote [...]

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Having just written up a couple of my most recent stock purchases, I am suddenly struck by how naive some of my bullish commentary sounds. In every investment thesis, there is some risk, and it is always possible to find reasons why a stock can tank. In the current pessimistic climate, writing a negative article [...]

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Recently, I have re-examining my investment style, and reading many investment books as part of the process. The book that has most influenced my thinking is Invest Like a Shark by James DePorre. DePorre believes most small investors are making a mistake when they use a long-term buy-and-hold strategy and buy mainly large-cap blue chip [...]

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I managed to snag a copy of Even Buffett Isn’t Perfect from the local library the past weekend. I’m only halfway through it, but it has set me thinking about quite a few issues. Basically the book is about some of the inconsistencies and flip-flops Buffett has made over the many years he has pontificated [...]

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