Earlier this month, in my post  Stock Buybacks Demystified I attempted to remove some of the mystery surrounding buybacks, showing they ar...

Based on my Twitter feed, stock buybacks seem broadly misunderstood in terms of what they are meant to accomplish (to redistribute excess c...

Josh Brown (i.e. The Reformed Broker ) recently shared the aptly titled post How to Make Volatility Your Bitch  highlighting how dollar cost...

Ben Carlson of A Wealth of Common Sense has a recent post, When Global Stocks Go On Sale , outlining that it is typically a pretty good tim...

Which investment would you prefer to invest in to diversify your existing stock allocation?  Asset A with an expected: 3% annualize...

I'll leave it to others to chime in whether forward P/E's are useful or not given the fact they typically overstate earnings and I...

With high yield all the rage these days, I thought it might be worthwhile aggregating tweets / posts going back to the beginning of this cre...

I've previously outlined that high yield credit risk  is typically less ideal than simply gaining credit exposure through stocks and rat...

While the underperformance of high yield bonds since my post The Case Against High Yield has certainly made high yield bonds more attractiv...

I often read that valuations don't matter over the short-term (a case often cited against market timing). Over very short periods (hour...

Bull thesis: 15-year S&P annualized returns ending 9/30/15 came in at just under 4%. The average forward return since 1915 when returns...

Ben Carlson of A Wealth of Common Sense blog (and author of a great book by the same name ), had a recent post Playing the Probabilities  o...

As unnecessary as it may seem, contrarian investment managers need to be even more consultative with their clients than managers more aligne...

Most investors know of the VIX Index, but not as many understand what information the VIX provides an investor. Here is my attempt to provid...

Back in August I outlined why I thought the plain-vanilla value premium had been compressed to the point growth had and was likely to contin...