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  • Ratio of Value to Fear

    In investment management we often use information gleaned from ratios to try and establish (within the limits of probability) where we are in a given market cycle.  Most of the time these ratios are financial in nature, comparing price to some other metric that, over long periods of time, should normalize around an average value.  Common examples include the price/earnings…

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  • 86 Years of Lies

    Recently, Equius Partners published an interesting piece, which was picked up by The Big Picture.  I’ve posted it in it’s entirety below, but for the moment, we have a few issues that I need to get off our chest.  First, here’s the chart (scroll to page 2): The entire point of the chart is to make the argument that over…

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  • What the Heck is a “Stock Picker’s Market?”

    Just a quick thought today: We often come across articles talking about how this is/isn’t a “stock picker’s market.” Some articles begin with the idea that a stock picker’s market is one in which the internal correlation amongst the S&P 500 stocks is low.  This low correlation creates the opportunity for astute investors to choose stocks with a chance to materially…

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  • Logical Fallacy Series: Strawman

    We recently decided, on the basis of coming across these things all the time, to write a series of blog posts about logical fallacies.  Our hope is to give you the tools to recognize flawed arguments more quickly, before they lead to poor decisions. Today’s logical fallacy: the strawman. A strawman is a sham argument that is set up to…

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  • Simplicity & Complexity: What Go Teaches Us About Investing, Part 1

    I was recently reading a splendid article in WIRED magazine specifically addressing the the lack of computer dominance over human players in the Chinese strategy game Go. This post borrows heavily from that article, and I would strongly encourage you to go read it in full (if you have time for 5,000+ words). The first half of the WIRED article…

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  • Vanguard’s Bogle is Totally Cool Losing 50%. Twice. Are You?

    Presented with little comment except to say that we feel some dissonance when the question is “…you say prepare for at least 2 declines of 25-30%, maybe even 50% in the coming decade.  For a buy and hold guy, that’s a little disconcerting, isn’t it?”  And the answer begins “NOT AT ALL…” With due respect to Mr. Bogle, regardless of…

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ReSolve Asset Management Blog is a investment research forum, opinion pieces, and educational material from the team at ReSolve Asset Management. Our views are driven by evidence based finance, with a special focus on asset allocation, factors and smart beta, retirement and endowment strategies, and quantitative methods.