A recent article in Institutional Investor reveals that “doubts have begun to percolate within the elite investor class” about Seth Klarman’s iconic hedge fund Baupost Group. The article quotes one…
Day: September 21, 2020
Watch Out if Bond Yields Rise in this Tech Heavy Market
The current, tech-top-heavy market is concerning not just because it relies on a few stocks, but because it relies “on a few very similar stocks.” This according to an article…
Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has fallen from its high of…