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Article Archive: 2018

The Stingy News Weekly: January 15, 2018
01/15/18   SNW
This week we have best case returns, sloth, bitcoin, bankruptcy, and more.

U.S. equity returns: a best-case
01/15/18   Markets
"Adding in 2% for inflation, we get a 5.95% nominal upper limit total return estimate for U.S. equities."

Making history by doing nothing
01/15/18   Behaviour
"The pull toward constant action implicitly assumes the best opportunities are constantly presenting themselves to you at every moment. It's hard to think of living in bigger bubble. Doing nothing gives you options to do something different in the future. And options can be one of the most valuable assets in world that's constantly changing and breaking down old rules."

The FT paywall
01/15/18   Media
"The pink financial paper has used online subscriptions since 2002. After decades of diminishing ad returns, fellow digital publishers are finally catching on."

One-year performance is a terrible metric
01/15/18   Markets
"So ignore one year returns (unless you're taking the average from lots of them) and instead focus on five year returns and ten year returns."

Bitcoin 101
01/15/18   Markets
"Seth takes a moment to share a commercial he recently saw that explains what Bitcoin is and how it works." [video]

Staggering share of Canadians fear bankruptcy
01/15/18   Debt
"One-third of Canadians say they're now unable to cover their monthly bills while keeping up with their debt repayments, up eight points on the index since September."

The Stingy News Weekly: January 8, 2018
01/08/18   SNW
This week we have flying CAPEs, hot potatoes, dogs, cats, and more.

CAPE Fear
01/08/18   Markets
"The CAPE (cyclically adjusted PE) ratio is not a useful timing signal for market turning points, but is a powerful predictor of long-term market returns."

How Malcolm Hamilton prepared for his own retirement
01/08/18   Retirement
"I believe that Canadian governments are not well prepared for the retirement of the baby boom generation. They appear to have no coherent plan to address rising medical and custodial care costs in the 2030s and 2040s. Our governments have large debts. Their revenue may erode as heavily taxed working people retire and become lightly taxed pensioners. Most of their policy responses - raising the age at which government pensions start, income testing government benefits, holding interest rates down, encouraging inflation - will make it harder for people to retire comfortably at a reasonable age."

Market puts investors under the gun
01/08/18   Stingy Investing
"The U.S. stock market is trading at sky-high levels. So, you've gotta ask yourself one question. Do you feel lucky? Well, do ya? I'll be exploring that question after I briefly apologize for appropriating Clint Eastwood's lines from his 1971 movie Dirty Harry." [$]

Three strategies for 2018
01/08/18   Stingy Investing
"Three ways to make money, updated for the coming year: The climbing cats, the safer dogs and the hot potato"

Asset Mixer Update
01/04/18   Stingy Investing
We've updated our Asset Mixer to include nominal data for 2017.

Periodic Table Update
01/04/18   Stingy Investing
We've updated our periodic table of annual returns for Canadians to include nominal data for 2017.

The Stingy News Weekly: January 1, 2018
01/01/18   SNW
Happy New Year!

The full reset
01/01/18   Behaviour
"Anything that evolves - markets, technology, careers, etc - has to be approached with the mindset that once-great ideas can expire, and when they expire you're better off walking away rather than attempting to repair them."

The strong base
01/01/18   Behaviour
"The greatest shortcoming of the human race is our inability to understand the exponential function."

Investment writing of 2017
01/01/18   Media
"Reading the work of others is the most helpful way to learn about investing and it can also improve your writing. So, where credit is due, my favorite investment pieces of 2017"

The rate of return on everything
01/01/18   Real Estate
"This paper answers fundamental questions that have preoccupied modern economic thought since the 18th century. What is the aggregate real rate of return in the economy? Is it higher than the growth rate of the economy and, if so, by how much? Is there a tendency for returns to fall in the long-run? Which particular assets have the highest long-run returns? We answer these questions on the basis of a new and comprehensive dataset covering total returns for all important assets classes - equity, housing, bonds, and bills - across 16 advanced economies from 1870 to 2015"

Top opinion of 2017
01/01/18   Markets
"Not all great reporting requires hushed conversations in back allies or on burner phones. Sometimes - like what columnist Angelo Calvello did with A Crime Foretold - all it takes is an old magazine, Google, and a relentless curiosity about the inner workings of institutional finance. In case you missed it, here's Institutional Investor's top column of 2017 and the rest of the year's best"

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