A new valuation metric suggests that stocks have upside potential “despite being in the midst of the worst economic contraction of the postwar era.” This according to a recent article…
Day: September 18, 2020
Stock Market’s Rebound Leaves Bears Going Extinct
The short positions of hedge funds have dropped to a 16-year low, reflecting the lowest resistance to rising share prices in 16 years. This according to a recent article in…
The ‘Everything Bubble’ May Not Be a Bubble at All
Investors concerned about market exuberance may have complained for years about the Everything Bubble, but a recent Wall Street Journal article suggests that it may be “in the imagination of…
This Winning Growth Fund Likes PayPal and Autodesk
A recent article in Barron’s highlights Polen Capital, describing the “high conviction, low turnover strategy” it has applied over the last three decades.” “The firm’s flagship Focus Growth strategy has…
A ‘Golden Fool’ Offers a Golden Rule
In a recent article for The Wall Street Journal, columnist Jason Zweig laments how wrong he was five years ago when he characterized gold as “a pet rock,” but still…