A guide to household expectations and policy statements
How to distinguish household-expectation evidence from a central-bank policy decision and meeting-specific economic information.
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Practical explanations of quantitative investing methods, assumptions, and evidence.
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Household Expectations and Investment Decisions: Reading Economic Evidence Carefully
A concise comparison of household-expectation surveys and housing-affordability research, with a practical framework for judging what each type of evidence can and cannot show investors.
Inflation expectations: how to read household beliefs alongside policy statements
A concise comparison of what household-expectation evidence measures and what a central-bank policy statement records.
GameStop has surged over 1500% in 2021. Should you chase the stock going forward?
By now, you’ve probably heard of GameStop $GME, the hottest stock in the market right now. We know that many people are betting against $GME and shorting the stock. Don’t take it from us – Bloomberg reported that while Gamestop’s shares ou…
My portfolio surged 62% in 2020. Here's how I’m positioned entering 2021.
As we enter 2021, I’ve been reflecting on my portfolio's performance over the last year, thinking about the decisions that went well and the areas that I could improve on to become a better investor going forward. In this article, I’m …
3 Powerful ETF Investing Strategies for Conservative Investors
One of the key benefits of ETF investing is allowing investors to have exposure to multiple asset classes such as stocks, bonds, real estate and commodities. By placing uncorrelated bets across different asset classes, investors are able t…
Want to view trading signals from the magic formula? Check out our backtesting software.
Hi everyone, I am very excited to share a new feature which allows you to view the signals generated by your trading strategy in your backtest results. This feature would bring greater transparency to your backtests allowing you to unde…
The Ultimate Tool for Finding Top Breakout Stocks
Ed Seykota, one of the market wizards behind computerized systems trading, turned $5,000 into $15 million in 12 years. He is a strong believer in trend following and uses a breakout trading system to enter trades when momentum is in his…
I'm up 42% this year despite Covid. Here's how I did it.
Yes, this is a snapshot of my Interactive Brokers account. If you are an investor in the stock market, this year has been quite the ride for you. The market plunged 35% within a span of a single month from February to March this year. S…
How to Backtest a Trading Strategy Even if You Can't Code
Backtest a trading rule without coding: choose a universe, define signals, compare a benchmark, and check drawdowns, costs and data limitations.
New feature! PyInvesting can backtest stocks with different currencies
A friend recently highlighted to me that when he ran a backtest on PyInvesting with both US and Hong Kong stocks, the backtester did not account for the currency differences. As a result, the simulated portfolio’s performance was incorrect…
Sign up for webinar tonight to see PyInvesting live demo
Hi everyone, I will be on the Dr Wealth Early Retirement Masterclass webinar tonight at 7:30PM doing a guest presentation of how you can use PyInvesting to go live with your investment strategy on the cloud. We will be covering…