Investment Education Blog Posts

Below is a list of Posts I have made on this website concerning general Investment concepts.

How does the USA software industry perform in the stock market over time? https://positiontrader.blog/2026/02/09/stocks-wild-ride-end-week-mixed-update-02-09-26/#investment

Is AI a Bubble? – memo from Howard Marks, Dec. 9 2025 https://positiontrader.blog/2026/02/02/january-month-ends-with-usa-stocks-mixed-update-02-02-26/#investment

What is the January barometer in the USA stock market? https://positiontrader.blog/2026/01/26/quant-weekly-and-quant-30-portfolios-make-new-highs-market-fades-update-01-26-26/#investment

When do investments in oil industry stocks have the best chance of profit? https://positiontrader.blog/2026/01/20/wall-street-pauses-large-caps-slip-while-small-caps-lead-the-market-update-01-20-26/#investment

Main points of the book “1929: Inside the Greatest Crash in Wall Street History–and How It Shattered a Nation” by Alan Ross Sorkin https://positiontrader.blog/2026/01/12/wall-street-grinds-higher-small-caps-lead-as-rate-cut-optimism-builds-update-01-12-26/#investment

Do Small Cap stocks outperform in January? https://positiontrader.blog/2026/01/05/2026-starts-on-an-upbeat-note-quant-portfolios-finish-strong-update-01-05-26/#investment

How real is the Santa Claus rally? https://positiontrader.blog/2025/12/29/quant-weekly-and-30-portfolios-close-at-all-time-highs-update-12-29-25/

Historical Performance – Year 2 of the Presidential Cycle https://positiontrader.blog/2025/12/22/quant-portfolios-move-upward-31-19-250-update-12-22-25/

When do small-cap stocks tend to outperform large-cap stocks? https://positiontrader.blog/2025/12/15/us-stock-indexes-make-new-highs-fear-still-lingers-quant-update-12-15-25/

Main points of the book “The bed of Procrustes by Nassim Taleb”. https://positiontrader.blog/2025/12/08/sp-500-back-to-all-time-high-quant-ports-up-30-14-265-quant-update-12-08-25/

Summary “After a correction of 10% in the US stock market what is the history of performance after 6 months? https://positiontrader.blog/2025/12/01/extreme-fear-eases-momentum-stocks-roar-back-update-12-01-25/

Summary “How smart position sizing boosts your stock market results” https://positiontrader.blog/2025/11/21/extreme-fear-grips-markets-momentum-stocks-tumble-quant-update-11-21-25/

Summary “Who Wins if the Supreme Court Kills the IEEPA Tariffs” https://positiontrader.blog/2025/11/14/fear-grips-markets-quant-portfolios-holding-at-21-13-and-250-update-11-14-25/

Summary “Why Momentum is one of the most important factors” https://positiontrader.blog/2025/11/07/momentum-moves-markets-quant-portfolios-surge-24-13-and-250-heres-why-it-works-update-11-07-2025/

Summary of “The Millionaire Next Door by Thomas Stanley” https://positiontrader.blog/2025/10/31/quiet-money-big-gains-quant-portfolios-crush-it-30-17-240free-update-10-31-2025/

Summary “What are ten baggers and how to spot them” https://positiontrader.blog/2025/10/24/quant-weekly-celestica-turns-11-bagger-portfolios-keep-outpacing-the-market-update-10-24-2025/

Summary “Why Leveraged ETF’s are considered too risky for most investors” https://positiontrader.blog/2025/10/17/quant-weekly-37-the-hidden-dangers-behind-leveraged-etfs-big-swings-update-10-17-2025/

Summary on the outlook for minerals stocks. https://positiontrader.blog/2025/10/10/quant-weekly-up-28-gold-surge-fuels-miner-rally-as-celestica-hits-10-bagger-status-update-10-10-2025/

Summary “How does a US government shutdown effect the stock market?” https://positiontrader.blog/2025/10/03/update-10-03-2025/

Summary of the Rich Dad Poor Dad book by Robert Kiyosaki https://positiontrader.blog/2025/09/26/update-09-26-2025/

Why Stocks React to Fed Rate Cuts. https://positiontrader.blog/2025/09/19/quant-portfolios-surge-weekly-30-quant-30-18-legacy-tops-200-update-09-19-2025/

Market orders at the open or close. https://positiontrader.blog/2025/09/12/quant-weekly-legacy-beating-benchmarks-with-30-and-200-returns-update-09-12-2025/

The Emotional Traps of Speculation. https://positiontrader.blog/2025/09/05/quant-stock-portfolioquant-alpha-weekly-up-20-legacy-portfolio-soars-200s-update-09-05-2025/

The Richest Man in Babylon is a collection of parables set in ancient Babylon that teach timeless principles of personal finance, wealth-building, and financial independence. https://positiontrader.blog/2025/08/29/quant-weekly-new-adds-big-rotations-in-quant-30-and-legacy-portfolio-surges-past-200-update-08-29-2025/

Different Types of trading styles. https://positiontrader.blog/2025/08/22/quant-stock-portfolios-weekly-update-08-22-2025/

The example being shown here is of a person who graduated college with an Engineering degree but with no savings. Using a combination of steady savings and steady stock market investing, that person was able to to grow a retirement fund to be worth $1,000,000 by the age of 43. https://positiontrader.blog/2023/04/26/the-intelligent-investors-road-to-1000000/

Berkshire Hathaway – The glory days are over. https://positiontrader.blog/2023/04/19/berkshire-hathaway-the-glory-days-are-over/

Fidelity fractional share purchasing – very useful for small transactions. https://positiontrader.blog/2023/05/03/fidelity-fractional-share-purchasing-very-useful-for-small-transactions/

Index investors have a choice for investing in large cap stocks that mostly make up the S&P 500 index of using the Cap weighted SPY ETF or the equal weighted RSP ETF. https://positiontrader.blog/2023/06/20/cap-weighted-sp-500-etf-versus-equal-weighted-sp-500-etf/

It is common for the SPY ETF to be used as a benchmark to compare portfolio results to. But it is a big mistake to use it. Using the SPY is like comparing apples to oranges in nearly every scenario. https://positiontrader.blog/2023/08/09/why-using-the-sp500-as-a-benchmark-is-just-silly/

Warren Buffett: 12 mistakes most investors make. https://positiontrader.blog/2023/08/15/warren-buffett-12-mistakes-most-investors-make/

International stocks – Not the best long term investment https://positiontrader.blog/2023/09/18/international-stocks-track-record-is-not-good/

“The Psychology of Money” by Morgan Housel is a book that explores the psychological and behavioral aspects of personal finance and investing. It delves into how our emotions, biases, and behaviors can impact our financial decisions and outcomes. https://positiontrader.blog/2023/11/30/the-psychology-of-money/

“The Millionaire Next Door,” written by Thomas Stanley, is a book that challenges common misconceptions about wealth and offers insights into the habits and behaviors of self-made millionaires in the United States. The central theme of the book is that many millionaires are not the extravagant spenders often portrayed in the media, but rather individuals who live frugally, save diligently, and make prudent financial decisions. https://positiontrader.blog/2023/12/11/think-and-grow-rich/

“The Intelligent Investor,” written by Benjamin Graham, is a classic book on value investing and financial principles. Published in 1949, the book provides guidance on how to approach investing in stocks and bonds with a focus on long-term success and risk management. It introduces the concept of Mr. Market, representing the fluctuating and often irrational behavior of the stock market. https://positiontrader.blog/2024/01/15/the-intelligent-investor/

The CANSLIM approach seeks companies with a proven record of quarterly and annual earnings with sales growth. Companies showing strong relative price strength and support from leading institutions. The strategy does not mind paying rich premiums for stocks with good prospects. The CANSLIM approach has 7 criteria. https://positiontrader.blog/2023/04/12/explanation-of-the-concept-of-canslim-investing/

VTI – The one and done ETF Choice. https://positiontrader.blog/2023/03/15/vti-the-one-and-done-etf-choice/

“Think and Grow Rich,” written by Napoleon Hill, is a self-help and personal development book that outlines principles and strategies for achieving success and prosperity. The book is based on Hill’s study of successful individuals and his analysis of their common traits and behaviors. https://positiontrader.blog/2024/09/03/think-and-grow-rich-2/

Silicon Valley Bank is the 16th largest bank in the US. At the end of 2022 the bank had $151 Billion in uninsured deposits. It opened in 1983. It is the 2nd biggest bank failure in the US. https://positiontrader.blog/2023/03/22/silicon-valley-bank-what-went-wrong-how-to-fix-it/

The portfolios shown on this website are theoretical only. These are not real portfolios. But I have done my best to accurately reflect my research and provide an audit trail starting in 2023.

Disclaimer