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Day: September 18, 2020

Stocks Have Room to Run, According to New Valuation Gauge
2 years ago
Stocks Have Room to Run, According to New Valuation Gauge

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…

Stock Market’s Rebound Leaves Bears Going Extinct
2 years ago
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
2 years ago
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
2 years ago
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
2 years ago
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…

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