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Transcript: Charley Ellis on Rethinking Investing

The Big Picture

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

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Moody's: Retail Vacancy Rate Unchanged in Q4

Calculated Risk

This graph shows the strip mall vacancy rate starting in 1980 (prior to 2000 the data is annual). In the mid-'00s, mall investment picked up as mall builders followed the "roof tops" of the residential boom (more loose lending). Moody's reports the strip mall vacancy rates was 10.3% in Q4, down slightly from 10.4% in Q4 2023.

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Validea’s Top 10 Russell 2000 Stocks – December 2024

Validea

This disconnect has created numerous investment opportunities among smaller companies that often get overlooked in favor of well-known large companies. These models are derived from the investment approaches of legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research.

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A Spectacularly Underappreciated 15 Years

The Big Picture

From March 2000 to the double lows October 2002 and March 2003, the Nasdaq 100 fell 82.9% (peak to trough). The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades.

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Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

Calculated Risk

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. How about housing starts and new home sales in 2025? New home sales were up 2.1%

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Rabbithole: What Do People Get Wrong About Money?

The Big Picture

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

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Research links: taking responsibility

Abnormal Returns

institutionalinvestor.com) Research How do the three big arguments against passive investing hold up? ofdollarsanddata.com) The Russell 2000 is not a great index. (mrzepczynski.blogspot.com) Hedge fund fees have historically taken up nearly 50% of gains. klementoninvesting.substack.com) Why investors in thematic funds underperform.