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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Parsing the Drop in the Japanese Stock Market

One of the most interesting market stories in the last week is the big drop in the Japanese stock market.  Japan is the third-largest economy in the world, ranked by GDP.  The values of the...

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The Cost of Performance Chasing

As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier.  Some will convince themselves that they better get on board or risk...

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REIT Yield as a Predictor of Future Returns

The yield of an asset is a key component of predicting future returns.  This is true for the yield on Treasury bonds as well as the dividend yield for stock indexes.  The yield on aggregate bond...

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Explaining the Value Premium

Value has persistently outperformed over the long-term.  Why is that?

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What Happens in A Nation of Renters?

Time magazine has a new article on changes in the home ownership in America.  The article, titled A Nation of Renters: Should We Be Worried That Fewer Americans Own Homes?, explores the...

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Being a Weather Contrarian

Every year when the forecasts for the hurricane season are issued, there have been a spate of articles on implications for investors.  This year was no exception.  USA Today reported that U.S....

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Financial Literacy: State of the Union in 2013

April is financial literacy month.  I believe that lack of financial knowledge is one of the most critical problems that our country faces.

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Review of The Affluent Investor by Phil DeMuth

I have known Phil DeMuth for a number of years and I admire his common sense and views on many topics.  Phil authored the recently-published book The Affluent Investor that fills a need in the...

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Implications of Robust Corporate Profits and Stagnant Wages

One of the most important economic trends to emerge in recent years is that gains in corporate profitability are not translating to wage increases or more hiring.  The New York Times just...

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Harvard’s Michael Porter Shares His Economic Outlook

Harvard Business School professor Michael Porter is a familiar name to almost anyone who has graduated from business school in the last twenty years or so.  He recently gave an interview on CNBC...

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