maggie@kirrmar.com

About Maggie Kamman

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So far Maggie Kamman has created 70 blog entries.

2021 Q4 Client Letter

2022-01-14T14:26:29-05:00

Dear Clients: Kirr, Marbach client equity portfolios had excellent performance in 2021, both on an absolute and relative basis.  Though we never focus on short-term performance, we’re very pleased with this outcome, particularly given “Value” underperformed “Growth” (yet again) and The Wall Street Journal reported some 85% of actively-managed funds were on [...]

2021 Q4 Client Letter2022-01-14T14:26:29-05:00

Investors should resolve to “KISS” in 2022

2022-01-14T11:12:44-05:00

Investors should resolve to “KISS” in 2022 Mickey Kim / December 24, 2021 Behavioral finance shows investors act more like the imperfectly irrational and illogical Homer Simpson than the perfectly rational and logical Mr. Spock.  It’s human nature to believe complex solutions must be superior to the simpler [...]

Investors should resolve to “KISS” in 20222022-01-14T11:12:44-05:00

Zillow’s crash reveals danger of algorithms, “gamification” of housing market

2022-01-14T11:02:19-05:00

Zillow’s crash reveals danger of algorithms, “gamification” of housing market Mickey Kim / November 26, 2021 Purchasing a home is likely the most important investment you’ll ever make.  Unfortunately, as anyone trying to buy a house can confirm, the pandemic has turned what should be [...]

Zillow’s crash reveals danger of algorithms, “gamification” of housing market2022-01-14T11:02:19-05:00

Extreme Volatility is Normal and End-of-Year Tax Checklist – Podcast

2021-10-14T10:45:41-04:00

The Normalcy of Volatility and End-of-Year Tax Checklist - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long [...]

Extreme Volatility is Normal and End-of-Year Tax Checklist – Podcast2021-10-14T10:45:41-04:00

Don’t be spooked by fears of another “Taper Tantrum”

2021-10-04T12:35:52-04:00

Don’t be spooked by fears of another “Taper Tantrum” Mickey Kim / October 1, 2021 September has been the weakest month for U.S. stocks going back to 1950.  The Wall Street Journal headline on September 21 brayed, “Stocks Record Biggest Slump Since Spring.”  It’s been more than 300 [...]

Don’t be spooked by fears of another “Taper Tantrum”2021-10-04T12:35:52-04:00

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?”

2021-09-03T11:26:10-04:00

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?” Mickey Kim / September 3, 2021 Whether it’s Ali vs. Frazier in boxing (the “Thrilla in Manila”), Duke vs. Kentucky in basketball or Godzilla vs. Kong in the movies, when “titans” clash, it always makes [...]

Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?”2021-09-03T11:26:10-04:00

Confusing Speculating With Investing IS Hazardous to Your Wealth

2021-08-10T14:48:15-04:00

Confusing Speculating With Investing IS Hazardous to Your Wealth Mickey Kim / August 6, 2021 There’s a whole industry built around convincing you investing is as easy as child’s play and you can trade your way to prosperity, all for free. Whether it’s the very clever and entertaining [...]

Confusing Speculating With Investing IS Hazardous to Your Wealth2021-08-10T14:48:15-04:00

Not Knowing the Difference Between Speculating and Investing Can Be Disastrous to Your Financial Health – Podcast

2021-07-06T15:23:20-04:00

Not Knowing the Difference Between Speculating and Investing Can Be Disastrous to Your Financial Health - Podcast Given these are exciting and dangerous times for inexperienced investors being lured to and encouraged to “trade your way to prosperity” by commission-free brokerage platforms like Robinhood, educating the next generation of investors is one [...]

Not Knowing the Difference Between Speculating and Investing Can Be Disastrous to Your Financial Health – Podcast2021-07-06T15:23:20-04:00

2021 Q2 Client Letter

2021-07-06T10:36:22-04:00

Dear Clients: Though we never focus on short-term performance, we are nonetheless pleased client equity portfolios had solid performance in the second quarter of 2021, building on the stellar gains from the fourth quarter of 2020 and first quarter of 2021.  We’re invested alongside you and are quite satisfied with where we [...]

2021 Q2 Client Letter2021-07-06T10:36:22-04:00