Category: General Investing
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The Most Important Thing by Howard Marks
The Most Important Thing explains the keys to successful investment and the pitfalls that can destroy capital or ruin a career. Utilizing passages from his memos to illustrate his ideas, Marks teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world.…
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Small caps sell off – S&P500 unchanged – Model Portfolios down a bit – Update 05/18/26
Quant Weekly – Up over 62% since June 2025 Quant 30 – Up over 64% since June 2025 Legacy – Up over 390% since April 2023 Education – Why shorting stocks is not a good idea for most investors. Quick Links – At the bottom of the Post
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Poor Charlie’s Almanack by Charles Munger
Highlights from the best selling book Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger by Charles Munger.
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USA stock market powers higher – Quant stock Portfolios up seven weeks straight – Update 05/11/26
Quant Weekly – Up over 66% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 400% since April 2023 Sterling Infrastructure (STRL) became a 13 bagger in the Legacy Portfolio this week Education – Is sell in May and go away a viable investment strategy?
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The Little Book That Still Beats the Market by Joel Greenblatt
The Little Book That Still Beats the Market by Joel Greenblatt
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S&P500 up five weeks in a row – Quant Portfolios make another all time high – Update 05/04/26
Quant Weekly – Up over 57% since June 2025 Quant 30 – Up over 58% since June 2025 Legacy – Up over 300% since April 2023 Education – What is going on in private credit? A memo from Howard Marks 4/6/26
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S&P500 near all time highs – Quant portfolios make all time highs – Update 04/27/26
Quant Weekly – Up over 54% since June 2025 Quant 30 – Up over 55% since June 2025 Legacy – Up over 290% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for three months?
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S&P500 rallies again – All Quant Portfolios above 50% – Update 04/20/26
Quant Weekly – Up over 50% since June 2025 Quant 30 – Up over 50% since June 2025 Legacy – Up over 280% since April 2023 Education – Position trading concepts and practical lessons
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Market rallies for 2nd week – Quant 30 and Legacy Portfolios make all time highs – – Update 04/13/26
Quant Weekly – Up over 43% since June 2025 Quant 30 – Up over 43% since June 2025 Legacy – Up over 280% since April 2023 Education – Which USA stock brokers are best when you need to buy fractional shares? Powell Industries in the Legacy Portfolio becomes a 12 bagger!
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Market rebounds – Quant Portfolios make a large advance – Update 04/06/26
Quant 30 – Up over 32% since June 2025 Quant Weekly – Up over 33% since June 2025 Legacy – Up over 270% since April 2023 Education – When the CNN.COM Fear and Greed Index is four weeks at the Extreme Fear level, what is the performance of the S&P500 index in the 6 months…
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S&P500 continues to fall – small caps and Quant Portfolios manage a gain – Update 03/30/26
Quant 30 – Up over 22% since June 2025 Quant Weekly – Up over 23% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA oil and gas stocks perform in the six months after a major conflict ends?
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S&P 500 down for 4th straight week – Quant Portfolios holding on to gains – 03/23/26
Quant 30 – Up over 21% since June 2025 Quant Weekly – Up over 21% since June 2025 Legacy – Up over 270% since April 2023 Education – How do USA Defense Stocks Perform During and After Major Conflicts?
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Extreme fear grips the stock market – stock drop slows – Update 03/16/26
Quant 30 – Up over 24% since June 2025 Quant Weekly – Up over 26% since June 2025 Legacy – Up over 270% since April 2023 Education – How do Value stocks compare to Growth stocks over time?
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Middle East war begins – stocks drop – Update 03/09/26
Quant 30 – Up over 26% since June 2025 Quant Weekly – Up over 27% since June 2025 Legacy – Up over 270% since April 2023 Education – What is the best time of the day to buy USA stocks?
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AI related selloff – Quant Portfolios make new highs – SaaS Apocalypse? – Update 03/02/26
Quant 30 – Up over 43% since June Quant Weekly – Up over 44% since June Legacy – Up over 270% since April 2023 Education – Is the “SaaS Apocalypse” a real threat to the future of USA software companies or is it a manufactured scare tactic to induce selling?
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Quant Portfolios made all time highs again – Market up – Trump tariffs illegal – Update 02/23/26
Quant 30 – Up over 40% since June Quant Weekly – Up over 42% since June Legacy – Up over 270% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for one week?
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Quant Weekly, Quant 30 & Legacy make all-time highs – Market drops – Update 02/17/26
Quant 30 – Up over 35% since June Quant Weekly – Up over 38% since June Legacy – Up over 270% since April 2023
Position Trader 