Archive - Investing with James Early

Do We Owe Delusion More than We Owe Reality?

Evidence shows that forecasting in the social sciences has a large element of delusion. Is that necessarily bad?

Dec 27, 2024 •

October 2024

Is an Unhappier World Better or Worse for Investors?

Happiness in the West is declining, at least according to surveys. Does that mean good things or bad things for the economy?

Oct 24, 2024 •

To Diversify or Not?

Academics say diversification is the only free lunch in investing. Charlie Munger says it's for idiots. Who's right?

Oct 11, 2024 •

September 2024

Are Markets Less Efficient -- or Are You?

Value investors lament the death of value investing. But does value investing's going out of style mean markets are less efficient?

Sep 21, 2024 •

August 2024

Most Stocks Lose Money

If you're picking individual stocks, the odds are strongly against you. Here's why.

Aug 14, 2024 •

July 2024

Can Investing Make the World Better?

Some investing strategies may help the goose but not the gander.

Jul 2, 2024 •

June 2024

Nvidia: Really the World's Largest Company?

By market cap, Nvidia is huge. By revenue, less so. By profit, it's mixed. Is it worth 42 times sales, though?

Jun 26, 2024 •

April 2024

What Are Your Factors?

Factors determine our investing returns. Here's how they work.

Apr 1, 2024 •

March 2024

Can You Trust the Numbers in Investing?

Do P/E ratios mean revert, or don't they? The fact that this doesn't have a clear answer is a reminder that investing is a social science -- with few…

Mar 2, 2024 •

February 2024

Will Smart Beta Return?

The Magnificent 7 had smart beta down for the count in 2023. Will it return in 2024?

Feb 18, 2024 •

Evergrande + Emerging Markets

Evergande's bankruptcy liquidation ruling may undermine Hong Kong's credibility. And will emerging markets finally spring back?

Feb 1, 2024 •

January 2024

Do Interest Rates Really Affect Stocks?

Interest rates seem to obviously affect stocks. But conflicting research casts doubt on how and how much they actually do.

Jan 26, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts