Tag Archives: valuation-informed indexing

Liberals Came Closer to the Mark Than Conservatives With Their Explanation of the Economic Crisis

The following is a guest post by Rob Bennett.  I knew the cause of the economic crisis before it happened. So did Robert Shiller. And Andrew Smithers. And John Walter Russell. And Rob Arnott. And all other Valuation-Informed Indexers. If you understand that stock valuations affect long-term returns, you understand that bull markets of theContinue Reading

The Gene Mauch Rule for Investing Success

The Gene Mauch Rule for Investing Success

The following is a guest post by Rob Bennett.  I’m pleased to announce that Rob will be sharing his thoughts with us here in a monthly column. Thanks Rob! Gene Mauch was the manager of the Phillies baseball team when I was a boy growing up in Philadelphia. He once said something in an interviewContinue Reading

What Bogle Says About Valuation-Informed Indexing

The following is a guest post by Rob Bennett. Thanks for sharing your views Rob! I am a critic of Buy-and-Hold and an advocate of Valuation-Informed Indexing. The one difference between the two strategies is that Buy-and-Holders say that it is not necessary to time the market while Valuation-Informed Indexers believe it is imperative toContinue Reading

How to Use Valuation-Informed Indexing — Part Two

How to Use Valuation-Informed Indexing — Part Two

The following is Part Two of a two-part guest post from Rob Bennett. The first part (How to Use Valuation-Informed Indexing – Part One) was published on Monday. (Schedule Note: I will be taking Friday off, so there won’t be a new post until Monday.) The valuation metric (P/E10 — the price of an indexContinue Reading

How to Use Valuation-Informed Indexing — Part One

How to Use Valuation-Informed Indexing — Part One

The following is Part One of a two-part guest post from Rob Bennett. I asked Rob a couple of questions in a comment the other day and he was kind enough to answer them in the form of these two articles. My thanks to him for taking the time to do this. I found thisContinue Reading