Just Why Do Today’s Worst Performing Stocks Historically Outperform

Johnny HopkinsInvesting StrategyLeave a Comment

One of my favorite investing books is A Mathematician Plays The Stockmarket by best selling author – John Allen Paulos. Paulos demonstrates what the tools of mathematics can teach us about the machinations of the stock market. One of my favorite parts of the book focuses on regression to the mean in the stock market, and why today’s worst performing stocks … Read More

Howard Marks – A Defensive Mindset Provides Above-Average Results With Below-Average Volatility

Johnny HopkinsHoward MarksLeave a Comment

One of my favorite investing books is The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. The book includes passages from Marks’ memos to illustrate his investment philosophy. In Chapter 17 Marks provides a very simple example of the importance of developing a defensive mindset as an investor. This mindset means you can keep up in good … Read More

Howard Marks – The Poor Man’s Guide To Market Assessment

Johnny HopkinsHoward MarksLeave a Comment

One of my favorite investing books is The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. The book includes passages from Marks’ memos to illustrate his investment philosophy. In Chapter 15 Marks provides a very simple example of how to identify the current state of any market using what he calls his  – Poor Man’s Guide To … Read More