Posts From Adam O'Dell

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Stockpiling Wood

I remember distinctly the moment when “retirement planning” took on a personal meaning to me. I was kayaking with my wife along the Myakka River, which runs some 60 miles


Riding the Bear Market Rally

Everybody’s been obsessed with “Dow 20,000” lately. The Dow Jones Industrial Average is perhaps the most widely-watched gauge of the U.S. stock market. And “20,000” is a big, fat, impressive-sounding


Don’t Let Decision Fatigue Wreck Your Investments

I’ve always struggled with making decisions. It just doesn’t come naturally to me. I blame it on my mother, who was loving and good-intentioned, but a little heavy-handed in the


It’s Coming… Are You Prepared?

“World War III” has been mentioned recently by both President Donald Trump and former Soviet leader, Mikhail Gorbachev. That’s pretty frightening, if you ask me! Mr. Gorbachev of course knows


How to Take a Loss Gracefully

I’m convinced that learning to take a loss gracefully is the single best skill you can develop as an investor. George Soros does it like a champ. In the legendary


Stop Reading the News!

Conventional wisdom says that information is good… more is better… and even more is best. I used to work for a hedge fund manager who was obsessed with reading news


Don’t Let Psychology Get the Better of You!

My dad asked me for advice once. He had bought a condo in Myrtle Beach, South Carolina, several years back and was now wondering whether it was time to sell


How to Play the Bear Market Rally in Commodities

We talk a fair bit about commodities here at Dent Research. That’s largely because Harry’s research has consistently pointed to deflation – not inflation – as the dominant force in


The Year of the Unexpected

What a year, man! Between Brexit and Trump, I think the backward-looking theme of 2016 should be: “Expect the unexpected.” It was mildly amusing to watch the media be so


Buffett’s Greatest Strength is Discipline, Not Genius

Cliff Asness and Warren Buffett couldn’t be more different. Buffett buys companies. Asness trades stocks. Buffett is a “value” investor. Asness runs a “quant” shop, AQR Capital Management. Buffett is