In their latest Q4 2021 Quarterly Review, Horizon Kinetics provide some great illustrations of how the markets might distract, or harm (or help) investors. Here’s an excerpt from the review: This section was prompted by a professional-investor client, who suggested an update on the concentration in the S&P 500. It’s … Read More
Horizon Kinetics: The Magic Formula Works But No-One Uses It
In their latest Q1 2021 Market Commentary, Horizon Kinetics have a great section titled – Subjective Considerations and Why Almost No One Uses the Magic Formula. It provides a great illustration of why investors like Sir John Templeton are able to be successful with a simple and patient approach to … Read More
Horizon Kinetics: The S&P500 No Longer Provides Investors With Broad Exposure To The Market
This latest piece titled – The AMAGF IT/Social Media Stocks – Some Factual Observations, by Horizon Kinetics illustrates why the S&P500 no longer provides investors with broad exposure to the market saying: Some factual observations about the S&P 500 and technology stocks. Investors assume that an index like the S&P … Read More