Skepticism

Sigma Sensationalism Syndrome

The article explores the substantially large outflow of money form high-yield bond funds in the first week of August. For clarity, in our practice we don’t pay attention to indicators like these since we’ve yet to see compelling evidence that they provide any reliable insights into future expected returns. Nonetheless, we always enjoy taking a look at interesting numbers, especially when they’re used to characterize incredible events.

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86 Years of Lies

Recently, Equius Partners published an interesting piece, which was picked up by The Big Picture.  I’ve posted it in it’s entirety below, but for the moment, we have a few issues that I need to get off our chest.

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What the Heck is a “Stock Picker’s Market?”

Just a quick thought today: We often come across articles talking about how this is/isn’t a “stock picker’s market.”

Some articles begin with the idea that a stock picker’s market is one in which the internal correlation amongst the S&P 500 stocks is low.  This low correlation creates the opportunity for astute investors to choose stocks with a chance to materially outperform the index.

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Logical Fallacy Series: Strawman

We recently decided, on the basis of coming across these things all the time, to write a series of blog posts about logical fallacies.  Our hope is to give you the tools to recognize flawed arguments more quickly, before they lead to poor decisions.

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About Us

ReSolve Asset Management Blog is an investment research forum, opinion pieces, and educational material from the team at ReSolve Asset Management. Our views are driven by evidence based finance, with a special focus on asset allocation, factors and smart beta, retirement and endowment strategies, and quantitative methods.

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