Thoughts Before the Presidential Election - 11/01/2024
Avantis Field Guide - November 2023
Click to view the Avantis Field Guide November 2023.pdf
John references this Avantis Field Guide in What I'm Thinking #46; page 4 shows economist predictions vs. actual market performance and page 15 shows how even 'US stocks' or 'Emerging Markets stocks' can perform very differently depending on how you define them.
Geopolitical sell-offs are typically short lived
(Click to enlarge slide)
Market Commentary For TFP Clients - March 27, 2020
(Click video below to watch)
Practical Applications Of Financial Concepts
AAII Feb 2019 Slide deck for John's presentation to the American Association of Individual Investors, February 2019.
(Click below to view full slide deck)
