In prior newsletters, I made the case for using the P/E ratio to value the stock market and to predict future returns. Now let’s apply the same analysis to real estate, or more specifically REITs …
If you have ever switched jobs, you probably have more than one old 401k (or 403b) account with past employers, with the occasional unexpected statement as your only reminder that …
When I list “full diversification” as a core component of Mariposa’s investment strategy, what does that really mean? What’s the point of diversification?
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