The Best Investment Writing Volume 5: Laurence Siegel, CFA Institute Research Foundation - Debunking Nine and a Half Myths of Investing
The Meb Faber Show - Better Investing
Beware of the Ninja
Inflation does not seem like a threat to portfolio values at this time, that is when investors should be most vigilant. We are in a new era of breakneck techonlogical change, where growth out performs value permanently - or as far out as the eye can see. The s and p 500 value bench mark narrowly out performed the growth bench mark over the 12 months ended october 30, first two thousand and 21. But on a cumulative basis, growth has massively out performed value in the last decade plus.
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