The end of the year offers a rare opportunity to reflect and audit our own thinking. My goal on Arbalist Money is to share objective analysis on stock market investing as well as the evolution of my thinking.  For me,

When looking for quality compounders, what I am really after are companies that can grow by reinvesting capital at high rates of return. And I want these companies to be able to do it consistently. That is the foundation of

Howard Marks, the legendary co-founder of Oaktree Capital, once wrote that real success in investing is not beating the market when it rises, but losing less when it falls. That idea has always resonated with me. Markets are unpredictable, and

Every investor eventually reaches that moment, staring at a stock chart, unsure what to do next. Sometimes the stock is falling. Other times it has climbed and delivered solid gains. In either case, the same question tends to surface: How

Compounding is often called the eighth wonder of the world, but its full power in stock investing is easy to overlook. Many know compounding itself through the steady interest earned on savings accounts, where interest builds on interest. In stocks,

I spent time digging into the railroad industry. Why? Because it offered many of the qualities I look for in an investment like wide moats, pricing power, strong returns on capital, and predictable cash flows. The one trade-off is the

The U.S. economy continues to show remarkable resilience. Despite persistent inflation, high interest rates, and ongoing geopolitical uncertainty, it hasn’t collapsed. Yet pessimism remains. Just today, Jamie Dimon, CEO of JP Morgan, warned of potential economic deterioration, and even stagflation.

Markets were rattled this week after President Trump announced a sweeping tariff policy that many economists warn could trigger a global trade war—and potentially a recession. The new plan includes a 10% baseline tariff on all imports and sharply higher

Summary: Dividend growth investing has outperformed the market and offers investors the potential for both income and capital appreciation. Identifying dividend growth stocks involves a holistic approach, as opposed to focusing on one factor like the dividend yield. This article