Retirement Investing: What You Must Know - The secular bear market that began in 2000 poses a grave danger to those who are within 15 or 20 years of tapping their investments to fund their retirement. The convential wisdom dispensed by brokerage firms and the "expert" talking heads on TV won't help very much. This section illustrates the problem and how to solve it.
Managed Account Programs - Fidelity Select Funds, Rydex Sector Funds, Dow Turnarounds: descriptions and information.
Stock Market Perspectives - This section is a regular feature of the quarterly client newsletters, and their primary purpose is educational rather than predictive. Here are the ones since the last quarter of 2003.
Wall Street Gibberish - Lots of what you read and hear sounds great, but really doesn't make much sense. Here are some examples.
Interim Newsletters - Short and unfancy ones between the regular quarterly newsletters.
Arlington Library Stock Talks - Every so often I make a one hour presentation as part of the Arlington, Virginia Public Library's weekly Stock Talk series. The slides and some notes for most of those presentations are available for downloading.
Dow Dividend Strategy - simple strategies that buy stocks in the Dow Jones Industrial Average based on price and dividend yield. These strategies have averaged considerably better than the market for a long time. My research investigates alternatives to the basic strategy, which has received a lot of publicity in the last few years. Some of the alternatives do even better.
Books - you can buy the books
referenced in the Dow Dividend Strategy and some others from Amazon.com
Books.
Links:
Motley Fool Home Page - a companion service to the recent book written by David and Tom Gardner. They cover a variant of the Dow Dividend Strategy, an approach to picking fast growing smaller companies, and a few other investment approaches thrown in for good measure.
Financial Data Links from Ohio State - covers an enormous range of standard and unusual current and historical data sources.
Professor William Sharpe - the Nobel Laureate, Stanford professor, and inventor of what has come to be known as the Sharpe Ratio. His web site is full of his writings on various aspects of investing. Some of it is mathematical and academically oriented, but much of it is readable and reveals his somewhat unconvential views of investing and its associated risks. There are materials from his course on Macro-Investment Analysis, including a text book in the making and Excel worksheets. If you want to find out more about almost any aspect of quantitative investment analysis, you are going to find it here.
Investors FastTrack
This is an outstanding program for technical analysis of mutual funds (DOS and Win95+)
and stocks (Win95+ only). The quality of the database, which goes back to September 1988,
is excellent, and there are several
"add-on" programs by independent developers that use the database and add features
to FastTrack. The following links are related to FastTrack:
Investors FastTrack - download the program and database and get a 30 day free trial! The site also has information about the add-on programs.
FastTrack Monitor - is an independent quarterly newsletter that supports FastTrack users. However, there are also articles and information of general interest to all investors in the newsletter and on this web site.