Larry Swedroe

More From Larry Swedroe

P-CAPE: A Better Way for Investors to Estimate Future Returns

New tool improves on the CAPE 10—when used correctly.

Larry Swedroe Jul 24, 2024

Can the US Continue to Outperform?

Valuations of foreign developed markets look cheap relative to the US.

Larry Swedroe Jul 10, 2024

What Happened to the Size Premium?

It’s still here, but investors may need to venture into private equity to use it.

Larry Swedroe Jun 26, 2024

Catastrophe Bonds as Portfolio Diversifiers: Pros and Cons

They come with risks, but these bonds have low correlation with common asset classes.

Larry Swedroe Jun 12, 2024

Private Equity: How Much Should You Allocate?

What to know about the benefits and risks for your portfolio.

Larry Swedroe May 29, 2024

Considering Private Equity? Think Twice Before Investing in Business Development Companies

BDCs offer investors a way into private equity, and they’re hard to recommend.

Larry Swedroe May 7, 2024

Large-Growth Stocks Are Overvalued. Small-Value Stocks Are Undervalued. Here’s Why It Matters

A look at the implications for expected returns.

Larry Swedroe Apr 24, 2024

There Is Nothing Special About Dividends

Why they’re not a tax-efficient way to return capital to shareholders.

Larry Swedroe Apr 10, 2024

Game Over for Hard-to-Borrow Stocks?

Short squeezes may mean more persistent overpricing (and crashes) of meme stocks.

Larry Swedroe Mar 19, 2024

Should Long-Term Investors Be 100% in Equities?

‘Stocks for the long run’ at your own peril.

Larry Swedroe Mar 6, 2024

The Effect of Government Shutdowns on Equities

How to address the risks of portfolio volatility amid the ongoing debt battle.

Larry Swedroe Feb 21, 2024

Should You Bet on Online Gambling Stocks Now?

Plus, Meta’s stock surprise, and how to avoid making these 3 investing mistakes.

Dan Wasiolek Feb 9, 2024

What’s Unique About Private Equity?

Complexity, capital calls, and illiquidity are among the challenges investors face to reap potential rewards.

Larry Swedroe Feb 7, 2024

Polluting Firms Earn Higher Returns

But these low-scoring ESG stocks carry greater risks.

Larry Swedroe Jan 24, 2024

12 Lessons the Market Taught Investors in 2023

Market-timing and short-term thinking again cost investors.

Larry Swedroe Jan 9, 2024

PIPE Dreams: Investors Roll Dice With Private Investments

PIPEs help finance public firms, but as investments, their returns are lotterylike.

Larry Swedroe Dec 26, 2023

Momentum Turning Points Can Be Costly. Here’s How Investors Can Prepare.

Why the Achilles heel of momentum strategies poses a risk.

Larry Swedroe Dec 18, 2023

Why Investors Should Keep An Eye on Small-Cap Stocks

Historically, high index concentration implies high expected size premium.

Larry Swedroe Dec 6, 2023

Passive Investing Harms Market Efficiency

But is active management a better alternative?

Larry Swedroe Nov 29, 2023

How Target-Date Funds Stabilize Markets

Savers in target-date funds have become contrarian traders.

Larry Swedroe Nov 20, 2023

Taking Tax-Loss Harvesting to the Next Level

Adding leveraged, long-short factor strategies can improve tax alpha.

Larry Swedroe Nov 9, 2023

Aging Population Affects Economic Growth but Not Stock Returns

Don’t let demographic forecasts influence your asset-allocation plan.

Larry Swedroe Oct 23, 2023

Don’t Follow the Trading Herd Over the Cliff

Ignore the short-term noise and stick to your investment plan.

Larry Swedroe Oct 11, 2023

How Likely Are Market Crashes?

What investors can do to identify warning signs and address the associated risks.

Larry Swedroe Oct 5, 2023

It’s Too Soon to Say the Value Premium Is Dead

Investors face a choice: the comfortable path or the diversified one.

Larry Swedroe Sep 27, 2023

Don’t Ignore the World’s Second-Largest Economy

7 reasons China’s GDP growth is slowing—and what it means for investors.

Larry Swedroe Sep 19, 2023

Larry Swedroe is the author or coauthor of 18 books on investing. His latest is “Enrich Your Future: The Keys to Successful Investing.” He holds an MBA in finance and investment from New York University and a bachelor's degree in finance from Baruch College in New York.