Inflation Surprise, Really?

Inflation Surprise, Really?

It’s been a volatile week. For the better part of six months, investors haven’t seen a material pullback like we are seeing right now. Several newsletters ago (available only to clients), I stated “a strong recover is likely, but we can’t rule out a market correction on any potential negative catalysts.” It seems we now […]

Is the Stock Market Divorced from Reality?

By Weston Wellington, Vice President of Dimensional Fund Advisors, LP. I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my iPhone and Microsoft Surface Pro to keep in touch with the office via email and Zoom video. I haven’t sat […]

Reliance on an Investment Philosophy

  “The important thing about an Investment Philosophy is that you have one you can stick with.” – David Booth, Founder and Executive Chairman of Dimensional Fund Advisors Last week markets continued their slide as investors fled equities for safer-haven assets like U.S. Treasury Bonds. The buying pressure of US Treasuries caused the interest rates on […]

Investment Fads

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment fads and opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity […]