Next Monday night, January 27th, Acropolis will hold our 7th Annual Investor Social. Although we are near capacity, there are some spots, so if you can make it, please call to make a reservation. This week and next, I will include some slides that didn’t make it into the final presentation to keep the event moving but were too good to throw away. I’ve often written here that stocks are… Read More
In June, I wrote that the S&P 500 had become a growth index by Morningstar’s definition (you can refresh your memory here). I like Morningstar, especially its stock analysis, but it confuses investors by oversimplifying complex topics. While that is a laudable goal (and I try to do the same thing), they go too far. Well, Morningstar saw the problem that the investment community could see and changed their rules!… Read More
Over the last six months or so, small-cap stocks have enjoyed one of their strongest periods of relative performance in history. In the five months that ended in February, the S&P 500 is up 14.1 percent, which is a terrific return, but the S&P 600 Small-Cap index, is up 50.3 percent, which is tremendous. This month isn’t over, so it’s too soon to say for sure, but as of Friday,… Read More
