Rob Bennett – ValueWalk https://www.valuewalk.com Breaking news and in-depth analysis on everything hedge funds and value investing Tue, 14 May 2024 13:43:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 https://www.valuewalk.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-48x48.png Rob Bennett – ValueWalk https://www.valuewalk.com 32 32 https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-300x300.png https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_final-11_272.png 005a8c Bull Markets Are Hard to Pull Off https://www.valuewalk.com/bull-markets-are-hard-to-pull-off/ Tue, 14 May 2024 13:43:53 +0000 https://www.valuewalk.com/?p=2498659 Bull MarketsBull markets don’t just happen. It takes a lot of work to persuade stock investors that it’s okay to go ... Read more]]> The Paradoxes of Investor Emotion https://www.valuewalk.com/the-paradoxes-of-investor-emotion/ Tue, 07 May 2024 12:58:47 +0000 https://www.valuewalk.com/?p=2497717 Investor EmotionI believe that stock investors should aim to be as rational as possible. I believe that the big risk of ... Read more]]> Is Valuation-Based Market Timing Really Market Timing? https://www.valuewalk.com/is-valuation-based-market-timing-really-market-timing/ Tue, 30 Apr 2024 19:32:42 +0000 https://www.valuewalk.com/?p=2497105 Valuation-Based Market TimingI am a big-time advocate of valuation-based market timing. In a world in which valuations affect long-term timing (the world ... Read more]]> The Arc of History in Stock Investing Bends Toward Rationality https://www.valuewalk.com/arc-of-history-stock-investing-bends-toward-rationality/ Tue, 23 Apr 2024 18:17:21 +0000 https://www.valuewalk.com/?p=2496173 Arc of History Bends Toward Rationality in Stock InvestingI put a post to a Motley Fool discussion board at 9 A.M. on the morning of May 13, 2002. ... Read more]]> We Know Little About How Irrational Exuberance Works https://www.valuewalk.com/we-know-little-about-how-irrational-exuberance-works/ Tue, 16 Apr 2024 11:00:00 +0000 https://www.valuewalk.com/?p=2494779 How Irrational Exuberance WorksIrrational exuberance is a strange phenomenon. That word “irrational” is disturbing. Shiller was writing about stock investing in his book. ... Read more]]> There Is Both Huge Support for and Huge Opposition to Valuation-Based Market Timing https://www.valuewalk.com/support-opposition-valuation-based-market-timing/ Tue, 09 Apr 2024 11:00:00 +0000 https://www.valuewalk.com/?p=2493503 Valuation-Based Market TimingValuation-Informed Indexing is Buy-and-Hold with Valuation-based market timing added to the mix. Valuation-Informed Indexers don’t go with the same stock ... Read more]]> Can Investors Be Both Rational and Emotional at the Same Time? https://www.valuewalk.com/can-investors-be-both-rational-and-emotional/ Tue, 02 Apr 2024 11:00:00 +0000 https://www.valuewalk.com/?p=2492792 Investor EmotionAre stock investors 100 percent rational? Or are they 100 percent emotional? Or are they a mix, rational in some ... Read more]]> The Idea That Valuation-Based Market Timing Is Not Required Is Reinforced Each Time the Non-Adjusted Stock Price is Quoted https://www.valuewalk.com/market-timing-non-adjusted-stock-price/ Tue, 26 Mar 2024 11:37:17 +0000 https://www.valuewalk.com/?p=2492094 Stock PricesIt’s not logic that persuades the human mind. It’s repetition. There was a time when people accepted slavery. No logical ... Read more]]> People Want to Believe That They Know How Stock Investing Works  – Shiller’s Huge Advance is Disorienting https://www.valuewalk.com/how-stock-investing-works-shiller-advance/ Tue, 19 Mar 2024 13:29:33 +0000 https://www.valuewalk.com/?p=2490734 How Stock Investing WorksShiller revolutionized our understanding of how stock investing works with the publication of his Nobel-prize-winning research showing that valuations affect ... Read more]]> The Claim that Buy-and-Hold Is Research-Based Is a Marketing Gimmick https://www.valuewalk.com/buy-and-hold-research-based-marketing-gimmick/ Thu, 14 Mar 2024 16:15:14 +0000 https://www.valuewalk.com/?p=2490230 Doubts About Buy-and-Hold vs market timing price discipline irrational exuberanceBuy-and-Hold is not a research-based strategy. I once believed that it was. I was once a Buy-and-Holder myself because I ... Read more]]>