Jeffrey Gundlach Excited by Selloff

Bond manager Jeffrey Gundlach describes the recent selloff in markets as ‘exhilarating’ and one that plays ‘right into the DoubleLine wheelhouse.” This according to a recent article in CityWire. In a recent webcast, Gundlach expressed excitement about the opportunities inherent in the current crisis but cautioned investors “against buying in when it appeared markets might be recovering,” adding “I’m getting less negative on the stock market…but things have to clean out and are going to… Read More

Ray Dalio: Loss to US Corporations from Coronavirus to Reach $4 Trillion

Last week, Bridgewater founder Ray Dalio said he predicts US companies will lose $4 trillion because of the coronavirus pandemic. This according to an article in Chief Investment Officer. “What’s happening has not happened in our lifetime before,” Dalio said during an interview with CNBC, adding, “There’s a need for the government to spend more money, a lot more money.” Dalio argued that the impact of the pandemic will be greater than people think, and… Read More

Zweig on the Brain and a Crashing Stock Market

The stress of today’s falling stock market is palpable, and investors need to understand the havoc it can wreak on the human brain. This according to a recent article by columnist Jason Zweig of The Wall Street Journal. “To keep it from destroying your long-term investing plan, you will need to manage that stress and restore a sense of control,” writes Zweig, who explains that matters in the current environment are made worse by the… Read More

Ray Dalio: Loss to US Corporations from Coronavirus to Reach $4 Trillion

Last week, Bridgewater founder Ray Dalio said he predicts US companies will lose $4 trillion because of the coronavirus pandemic. This according to an article in Chief Investment Officer. “What’s happening has not happened in our lifetime before,” Dalio said during an interview with CNBC, adding, “There’s a need for the government to spend more money, a lot more money.” Dalio argued that the impact of the pandemic will be greater than people think, and… Read More

Webinar: How To Use Validea Tools in Today’s Rocky Market

In this webinar, Validea’s Justin Carbonneau discusses some of the tools and research on Validea that may be helpful for investors in today’s market. He discusses the following features on Validea: Validea Risk Managed ETF model portfolios, which are systematic ETF models that seek to manage risk and major drawdowns while producing reasonable long-term returns by blending asset classes, using momentum and trend following and other concepts. The site’s Guru Stock Screener as a way… Read More

Excess Returns, Ep. 16: Looking at Different Ways to Manage Risk

There are many ways to manage risk in a portfolio. Traditional methods like blending stocks with bonds will work for most investors, but more creative methods can also make sense in some cases. One thing all risk management techniques have in common though, is that they come with trade offs. In this episode we look at some popular risk management approaches, and some lesser known ones, and examine the pros and cons of each. In… Read More

Carl Icahn: Market Sell-Off Has Longer to Go

Billionaire investor Carl Icahn recently said that the coronavirus sell-off has left some stocks so cheap they’re being “given away,” according to a CNBC article. Icahn, who was reportedly bearish prior to the recent sell-off, told CNBC in a recent interview that the market “probably has a longer way to go down,” and said he’s been buying stocks of what he sees as strong companies. “Occidental, Hewlett-Packard…there are companies that should be bought,” Icahn said,… Read More

How to Love a Falling Stock Market and Stop Worrying

“When the stock market falls as far and as fast as it has in the last three weeks, it is perfectly natural to be terrified.” This according to a recent article in The New York Times that explains, however, that when people tend to avoid stock market investing due to this fear, they also often “fail to jump back in quickly enough when the market finally bottoms out.” The article  suggests a way to think… Read More

The E*Trade Deal and the New Investing Game

Morgan Stanley’s $13 billion purchase of E*Trade Financial Corp. “shows how drastically the brokerage industry’s business model has changed,” writes columnist Jason Zweig in a recent Wall Street Journal article. Zweig argues, “Firms no longer want to offer investment products from all sources. Instead, they want to milk their customers’ cash and manage all the assets themselves. Investors need to understand the rules of the new game.” While Zweig notes that firms such as Schwab… Read More

Gold-Backed ETFs Seeing Run of Inflows

Investors across the globe are squirreling assets into gold as the coronavirus outbreak spreads, according to an article in Bloomberg. The article reports that late last month the amount of bullion in ETFs spiked to over 2,600 tons, adding, “After surging 18% last year, gold has extended its rally in 2020, with prices hitting the highest since 2013.” According to Moody’s Analytics Chief Economist Mark Zandi, a global recession is likely to occur as a… Read More