Lloyd's Investment Blog

Being a collection of thoughts, observations, comments, opinions and views on investing--especially for the long term. Disclaimer: This blog is not intended as professional advice. Please seek your own professional advisor who can properly review your particular circumstances. The author disclaims any liability, loss, or risk taken by individuals who directly or indirectly act on the information contained herein. All readers must accept full responsibility for their use of this material.

Wednesday, May 03, 2017

Attractive Relative Value in Chinese "BATJ" vs. U.S.-Based "FANG" Stocks

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Consider the basic economic truth that faster GDP growth corresponds to higher revenue and earnings growth for companies, typically leading ...
95 comments:
Monday, February 09, 2015

Net Worth Iso-Percentiles Across Age Brackets: The Wealth and Poverty of Our Nation In Five Pictures

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The Rich . . . (the 90th percentile and above, where the top 0.1%, the top 1%, and the top 10% reside) . . . the Upper Middle . . . (t...
35 comments:
Sunday, February 09, 2014

The Shape of History: From Predictable West-East Oscillations to Mind-Boggling Singularity (or Nightfall?)

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(Below is commentary on a history book worth reading:  Ian Morris, Why the West Rules—For Now:  The Patterns of History and What They Revea...
32 comments:
Monday, April 12, 2010

On Wealth Accumulation and Inheritance

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While most of us are busily engrossed in our oh-so-American habit of trying to accumulate unbounded wealth, it is instructive to remind ours...
390 comments:
Wednesday, January 20, 2010

How Guessing Market Direction Can Be PREDICTABLY Bad for Your Financial Health

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"The game is called probability guessing. . . . [S]ubjects are shown a series of cards or lights which can have two colors, say green a...
109 comments:
Friday, September 04, 2009

Perpetual Income Generation

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A student who earned a few thousand dollars over the summer working remarked to me yesterday, "I don't know how I'm going to sp...
75 comments:
Thursday, August 20, 2009

College and Salary: "With Whom" You Study Matters as Much as "What" You Study

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The topic of how attending a "good college" relates to getting a "good job" came up in a recent conversation I was havin...
89 comments:
Friday, May 22, 2009

The Impact of Sidelined Cash in Disequilibrium on the Stock Market

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The purpose of this note is to reconcile two contrasting viewpoints on how the amount of cash in our economy impacts future stock prices: A....
45 comments:
Saturday, March 28, 2009

Hey, Baseball Fans: Winning Takes Money

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Investing and professional sports have a lot in common--competition, winners and losers, uncertain outcomes, lots of data, and a wide range ...
52 comments:
Thursday, February 05, 2009

Blind Men and the Elephant: On the Urgency of Asset Price Reflation

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You've surely heard of the six blind men and the elephant. If we adapt the traditional story to our current financial and recessionary c...
37 comments:
Friday, December 05, 2008

Needed: A Large Drop of Helicopter Money

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During the past half year, the concerns of the Fed have shifted from worry about commodity-driven inflation (recall $147 oil in July) to its...
22 comments:
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Lloyd Sakazaki
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