Zaga Investment Co
A comprehensive, proven strategy for stock portfolio management
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"This is Why You Stay the Course" -Ben Carlson
I am always talking in here about why it’s so important to think long-long term, and to avoid selling into fear or panic. About holding your positions through the inevitable down cycles. About having the stomach for the nausea-inducing roller coaster of modern stock investing. So here, speaking clearly to that point, is a wonderful
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A Strange Time to Be an Investor
It certainly is a strange time to be an investor in the public markets. There is a lot going on, and much of that is fairly unprecedented, so its impact on the market is likewise difficult to predict. What I Know We are probably already in a recession, though it’s a strange one. We’re seeing
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The Best Sources of Investor Information
Markets are, as yet, unhealed from the devasting rout of 2022. News continues to be frustrating regarding inflation, the Russia-Ukraine war, computer chips and covid in China, uncertain November elections, and the likelihood of recession. But rather than double-down (triple?) on my dreary prattle, I thought I would freshen the feed and give you something you
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A Dreary and Fearful Down Market Stumbles On
Last I wrote you, all our favorite stocks were way, way down since late 2021. Russia was tearing down Ukraine and its people. China was on the rise, but Covid was still wreaking havoc on supply chains. Inflation was coming fast, and Americans seemed anxious about … well, everything.Little has changed.By and large, the major
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“Average Investors Should Time Markets… A Little.” -Jared Dillian
It doesn’t mean going all in or out but rather tweaking allocations in response to telltale signals. Jared Dillian Novice investors are constantly told to never – never! – time the market. Just buy and hold stocks, dollar-cost averaging over time. That is good advice. I know some novice investors who have done very well through
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Are you more like Warren Buffet or Cathie Wood? Or neither?
Happy Sunday and Happy Father’s Day. Tale of the Tape: Warren Buffett and Cathie WoodLast Monday, the S&P 500 nearly took the rarest of tumbles. Every single one of the 504 stocks on the index was trading in the red. Only once since 1990 had such a uniform drop lasted to the end of
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