Author Archives: petewargent

If you fail to plan… Systematic investing is one of our 4 thought principles which form part of our broader investment philosophy and part of our 8 timeless principles for generating wealth from stock market investing.  We believe utilising a systematic approach will be more successful than any other method is generating wealth from investing inContinue reading “Staying systematic (signal versus noise)”

A time for every purpose Anyone reading this blog for a while knows we’ve long advocated that buy and hold isn’t always the optimum strategy for building wealth in stock markets. It’s difficult for many to understand this, but building wealth in the stock market means you need to pay some attention to your investmentsContinue reading “Buy and hold, or buy and scold?”

Note: the information in this post is general in nature only and does not in any way constitute advice. Individual circumstances differ, so always seek licensed advice before making investment decisions. Turbulence ahead We’re living through turbulent times and we have no doubts that the global economy is in for a rough period ahead. WeContinue reading “Market turbulence: Our 8 timeless principles as a guide for stock selection”

A time for cool heads It seems that many folks are increasingly hanging their hopes on daily market gyrations, which of course is utter madness writ large! Let’s take a chill pill, and instead look to place and address current events according to our 8 timeless principles of investing. Today we aim to show youContinue reading “Applying the 8 timeless principles in a bear market”

Stages of a market decline Unless you’ve been hiding under a rock you’re probably aware that the stock markets around the world are falling. This is what we’ve been expecting for some time. What we didn’t predict was the reason. Why? Because we’re no better than anyone else at predicting the future. What we didContinue reading “Requiem for a bull market”

Guillotine strikes If you’ve been following our 8 timeless principles of investing carefully then you’ve successfully avoided the initial market crunch we’ve been warning about throughout the duration of this blog. This has been the fastest moving bear market in history for the US. The Aussie market also recorded a 32% decline in stock valuationsContinue reading “The two phases of the bear market (Madame Guillotine strikes)”

Wild swings The last couple of years have been very challenging for investors seeking value, and it has required no little patience to sit on a high allocation to cash. US stocks are down about 20% in less than three weeks, which has afforded a few buying opportunities – including in oil stocks – forContinue reading “Bear market volatility”

New paradigm! ‘Another old paradigm that has come back to prominence is the peak oil hypothesis. This is a theory that the world is running out of oil. Each time the oil price cycle swings up, this one reappears. Another new paradigm concerns end of the world scenarios based on global warming. Maybe readers willContinue reading “A bird in the hand”

The madness of men ‘I can calculate the movement of stars, but not the madness of men’. Isaac Newton (apparently said after he lost his fortune). The importance of this is not the quote itself. The importance is that Newton learned the lesson the hard way – that is, after he lost his fortune. AsContinue reading “Groupthink or groupstink? (Devil take the hindmost)”

Expected returns How do how do you think your portfolio will perform over the next few years? Do you have a figure in mind? 10% per annum? 15%? 5%? Most people don’t have an expected return, and if they do, it’s not always based on any solid understanding of markets, but derived from averages, whatContinue reading “What are your expected returns? (earnings vs. capital gains)”