In an article for ETF.com, BAM Alliance director of research Larry Swedroe points out that, despite the attractive valuations and growth outlooks for emerging market stocks, most U.S. investors dramatically…
Day: March 18, 2019
NABE Survey Shows Most Economists Predict Recession in 2021
A survey by the National Association for Business Economics (NABE) released last month shows that more than three-quarters of business economists expect the U.S. to enter a recession by the…
Seth Klarman's Canny Hedge Against Wildfires
Before the California wildfires started last November, billionaire hedge fund manager Seth Klarman’s firm Baupost Group bought 14.5 million shares of PG&E stock, according to an article in Chief Investment…
Howard Marks on Improving Investing Odds
At the CFA Society Portland’s Annual Investment Strategy Dinner last month, Oaktree Capital co-chair Howard Marks said the two most important factors for investing success are managing risk and understanding where…