By now, it obvious to everyone that we are in a bear market. We have seen about a 30% decline from the U.S. stock market’s peak in the third week of February 2020. Whether and how much it gets worse from here is an open question.

The studies show that equity prices will likely bounce over the next few months, even if the equity markets do enter a bear market later. But whatever occurs, momentum and trend-following investors will be in a position to remain invested if the bull market continues or to cut losses short if a bear market emerges and look to alternative investments that are enjoying a positive trend.

Gold is not compatible with traditional investing principles. In large part, this is because gold cannot be analyzed under the same fundamental criteria that stocks, bonds, and real estate can. Unlike these traditional investments

Given the recent turmoil in Washington regarding the president’s possible impeachment, investors may wonder whether this turmoil could damage their investment portfolios. There is no easy answer to this question…

The lackluster performance of certain momentum and trend-following models in the fourth quarter of 2018 has prompted new discussions by some of the major proponents of momentum investing. In particular, Corey Hoffstein…

The third quarter of 2018 was the best quarter for stocks since 2013, and all of the major U.S. equity indexes reached all-time highs during the quarter—

Market volatility has been at the forefront of investors’ minds for at least the past three years. While we have seen generally low volatility in the U.S. stock market during this period, specific shorter periods have been marked by severe volatility spikes…

By now, almost no one would deny that passive, index-based investment strategies have performed well this decade. Since 2010, passive strategies have managed favorable risk-reward performance by nearly any metric.

Friday marked both the end of the month for the markets and the end of the quarter. Since the S&P500 topped in late January, stocks entered an immediate correction after a rally that had lasted since the November 2016 election. But the good news is…

Warren Buffett once quipped that there are two rules in investing. First, don’t lose money. Second, don’t forget the first rule. There is both truth and untruth to this statement, and it’s helpful to investors to know which is which.
First, the untruth. Losses are an ordinary part of ALL successful investing.