Tariffs

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author specializes in rules and factor-based equity investing strategies, combining quantitative analysis with fundamental analysis to derive investment stories that predict future performance [1] - The author has extensive experience across various market segments, including large cap, small cap, micro cap, value, growth, and income stocks, as well as managing a high-yield fixed-income fund [1] Investment Philosophy - The investment approach prioritizes human intelligence over purely quantitative methods, using numbers to inspire narratives that inform future investment decisions [1] - The author critiques traditional quantitative investing, arguing that it often relies on historical data that may not be applicable to future market conditions [1] - Emphasis is placed on the importance of understanding the underlying theories of finance alongside quantitative factors to gain a comprehensive view of a company's potential [1] Background and Experience - The author has developed and utilized various quantitative models and has experience in quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - Previous roles include editing and writing for stock newsletters, notably the Forbes Low Priced Stock Report, and serving as an assistant research director at Value Line [1] - The author has a strong commitment to investor education, having conducted numerous seminars and authored two books on stock selection and analysis [1]