Do Momentum Strategies Work?

Momentum investing aims to take advantage of price trends in the stock market. It is based on a simple premise that if the price of a share has risen over a given period of time, there is a greater than average probability it will continue to rise for some time going forward. Momentum strategies don’t require fundamental analysis of companies, …

We’re All Doomed: The Hopeless State of the Retail Investor

This is going to be a discouraging article. I don’t normally pay attention to negativity when it comes to investing. There’s always some Chicken Little out there peddling bad news. Reports that “the sky is falling” sell well and travel far. People lap it up. But the naysayers ignore one important truth; the stock market tends to go up over …

How to Choose a Mutual Fund

Here’s the scenario. You want to invest some money in the stock market but you don’t want to manage it yourself. You’re attracted to index funds and index-based ETFs because, being a good Rebel, you know that equities tends to rise handsomely in value over the long run. But you’d like a little more. How do you choose a mutual …

Active Mutual Funds will Eat You for Lunch

Active mutual funds once held such promise. They made sense. Investors pool their money together and hand it over to professionals to manage. The experts have the training, vast research capabilities, and sophisticated computer modeling us mere mortals can’t touch. Furthermore, the experts are disciplined, experienced, and know how to succeed through special knowledge of the financial world. The pros …

Why I Don’t Play Blackjack

If there’s one game in the casino I’d be tempted to play, it would be Blackjack. And it’s because I’m not a gambler. I have no interest in donating my cash to the casino. But I’m told that Blackjack is one of the few games where you can actually win against the house. Sweet. Perhaps we can all quit our …

It’s Time to Rebel

Welcome to the official christening of the Rebel Reader! Today we break the champagne bottle on the bow of this new ship and take it out to sea. The goal of these articles is to be a helpful resource to readers and most importantly, to answer the big question about securities investing: “How can I really make money in the stock …