A provocative article penned by Collaborate Fund’s Morgan Housel describes how investing, like many fields, embodies both art and science. “Investing,” he writes, “is maybe 60% science, the rest art.”…
Day: December 23, 2016
Gundlach on Bond Yields and the Broader Market
The market would be hurt if yields on 10-year Treasuries climbed to 3 percent or higher next year, says Jeffrey Gundlach as reported in Bloomberg. The DoubleLine Capital CIO has…
Hedge Fund Managers Search for Alpha in Big Data
If the world’s annual data generation was loaded into iPad Air tablets, says a recent Financial Times article, “the pile would reach from the earth to the moon more than…
Valuations Matter in Factor Strategies
It’s a familiar investment conundrum: when a strategy outperforms and more investors pile in, it can get more expensive and therefore be less likely to outperform going forward. This is…