As investors are drawn to defensive investments, value stocks may make a comeback beginning this year, says one portfolio manager at Perkins Investment Management in Chicago. This according to a…
Day: May 3, 2018
How 3% Yields Could Change the Investing Landscape
Rising Treasury yields are “prompting investors to dust off their playbooks for how to trade in an era of relatively higher rates,” according to a recent Bloomberg article. The article…
Ken Fisher: Stock Buybacks Are Not Evil
In a recent USA Today article, famed investor Ken Fisher argues against the stance of some politicians that share buybacks should be banned, instead declaring they’re “great—for everyone. When firms…
What Gambling and the Oakland A's Can Teach You about the Importance of Process
By Jack Forehand (@practicalquant) — I have a friend who is an infrequent gambler and won money almost every time he went to the casino. He did it by exclusively playing…
Goldman and PIMCO Go for Some Battered Corporate Bonds
Goldman Sachs and Pacific Investment Management Co. (PIMCO) see “safe places, even in corporate bonds, to ride out credit and rate risk that loom large over an aging growth cycle,”…