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Month: May 2016

If I Had To Build An Income Portfolio Today – Update 6

May 3, 2016

In October 2015, I wrote an article titled ” If I Had to Build an Income Portfolio Today” which was published by Seeking Alpha, October 23, 2015.

If I Had To Build An Income Portfolio Today – Update 6

Changes in Working Capital and Owner Earnings – The Complete Guide

May 3, 2016

When a better tool (idea or approach) comes along, what could be better than to swap it for your old, less useful tool? Warren and I routinely do this, but most people, as Galbraith says, forever cling to their old, less useful tools. – Charlie Munger

Changes in Working Capital and Owner Earnings – The Complete Guide

All Eight Asset Classes Are Positive In 2016

May 3, 2016

Pop the champagne! For the first time in 2016, all 8 asset classes we track are positive on the year, with the most surprising leader: commodities.

All Eight Asset Classes Are Positive In 2016

Kamakura Reports Slight Decline In Worldwide Corporate Credit Quality In April

May 3, 2016

Kamakura Corporation reported Monday that the Kamakura troubled company index ended April at 11.11%, an increase of 0.09% from end of March. The index reflects the percentage of the Kamakura 36,000 public firm universe that has a default probability over 1.00%.

Kamakura Reports Slight Decline In Worldwide Corporate Credit Quality In April

What cold showers and exercise have in common / Getting Stronger

May 3, 2016

Can cold showers, winter plunges, and brisk walks in the chilly outdoors provide some of the same benefits as intense exercise—including weight loss and increased energy levels?  Such a link has been suspected, because cold exposure is known to convert metabolically docile white adipose tissue

What cold showers and exercise have in common / Getting Stronger

My Current View Of The S$P 500 Index: May 2016 Edition

May 2, 2016

This is the monthly edition of how I am investing my retirement funds in my pension plan.

My Current View Of The S$P 500 Index: May 2016 Edition

All You Need To Know About The April ISM Report

May 2, 2016

The ISM manufacturing index came in at 50.8 which is 0.6 points lower than expected and 1 point lower than the previous month. In a recent article I pointed out that the ISM index would weaken because regional PMIs had come down quite a bit.

All You Need To Know About The April ISM Report

Small-Cap Value Has Been Getting Crushed – Until Now

May 2, 2016

Small-cap value is an investment strategy that, over long periods, has delivered prolific results. But that doesn’t mean that it always outperforms. Every investment strategy can and does succumb to periods of underperformance.

Small-Cap Value Has Been Getting Crushed – Until Now

Agriculture Inputs: The Most Lucrative Part Of The Agribusiness Value Chain

May 2, 2016

Over the last 3 years, a combination of the global commodity downturn and growing demand for agricultural products have led investors to take a closer look at agribusiness (the business around agriculture).

Agriculture Inputs: The Most Lucrative Part Of The Agribusiness Value Chain

If The S&P 500 Index Were A Stock, Would You Buy It Now?

May 2, 2016

I want to own index funds. I really do. I yearn for the day when I can pour my cash reserve into index funds with conviction and not feel that I have to cross-examine dozens of facts about things I own on almost a daily basis.

If The S&P 500 Index Were A Stock, Would You Buy It Now?

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