Category Archives: Main Page

Value is coming, who will be ready?

Posted on October 23, 2018 by Danielle Park

As markets plunge around the world this week, we should not lose big picture perspective on how relatively little they have mean reverted to date.  And also on how much further stocks are likely to fall before they complete their … Continue reading →

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Quite a week

Posted on October 17, 2018 by Danielle Park

My mom passed away last night.  Suffering from early onset dementia since her late 50’s, (as I explained here) she had been ill for two decades and had not recognized any of us for the last seven years, at least.  … Continue reading →

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The simple reason stocks are destined to mean revert: ‘normal is a long way down’

Posted on October 15, 2018 by Danielle Park

Good summary of relevant points in this segment.  The reality is that no investment approach gets to win forever, each one has periods of under-performance.  What matters most is not how much asset prices go up and down, but rather … Continue reading →

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