Richard Shaw


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Electric Vehicles vs. Natural Gas Vehicles

Richard Shaw ( QVM Group ) submits: If we have more natural gas than we can currently use; if natural gas vehicles use a proven technology; and if we have developed natural gas pipelines that lose less energy than high tension electric transmission lines; why do we seek electric vehicles when the technology is not developed for distance travel, when electric power losses over long distance...

3Vote!

Asset Allocation: Is the Old Normal Becoming the New Normal?

Richard Shaw ( QVM Group ) submits: The old normal allocation between the three most basic classes (Cash, Bonds and Stocks) is currently the new normal. While the old normal return expectations for U.S. securities, and the allocation between U.S. securities and global securities (particularly emerging market securities), is not likely to be resemble the past; the old normal weighting...

4Vote!

Lauren DiCioccio

... through tedious handiwork." She makes Oldenburg look like a klutz. She does for thread what Richard Shaw does for clay, except that her gossamer transubstantiations never deceive. They defy the potential of sewing & weaving; they deflate, aerate, reframe, and delight; they occupy a curious zone of virtuosity, somewhere between cute and pathetic.

3Vote!

Very Long-Term Asset Allocation Results

Richard Shaw ( QVM Group ) submits: Nobody has the time or patience to wait 82 years to experience the long-term, but if they did (or if they wanted to bet on the future based on the long-term past), here is how a simple allocation between the S&P 500 index and the U.S. Aggregate Bond index worked out from 1926 through 2008. Related proxy funds: SPY , IVV and VFINX for stocks; BND...

7Vote!

Quality Individual U.S. Companies: The Short List

Richard Shaw ( QVM Group ) submits: We generally prefer investment funds over individual stocks to minimize investment selection risk (focusing more on asset allocation as the greater issue). However, when we do look at individual stocks, we focus on quality companies with financial strength, limited leverage, solid cash flow, and growing sales and dividends. This short list consists...

5Vote!

'China Up / U.S. Down' Theme Checkup

Richard Shaw ( QVM Group ) submits: One big investment risk is subscribing to a popular mantra with your life’s savings, without continuously checking the data — the facts — to make sure the mantra continues to make sense. The “China up” and “U.S. down” theme is a major current mantra. There are plenty of very bright, well informed, high profile...

5Vote!

Healthcare Profits: Assessing Company Sensitivity to Obamacare

Richard Shaw ( QVM Group ) submits: National healthcare wherever it is implemented squeezes prices and profits of the private businesses involved in the system. Obamacare in the U.S. will be no different. For investors in healthcare companies, it is a good idea to begin to think through which companies will be most severely negatively impacted or least impacted, to potentially make deletions...