In a webcast earlier this month, DoubleLine CEO Jeffrey Gundlach shared his thoughts on “distortions brought on by the lockdown and stimulus.” This according to a recent article in Financial…
Day: June 24, 2021
Sonders on the Stock Market’s Connection to the Economy
In a recent article on Charles Schwab, Managing Director Liz Ann Sonders discusses what she describes as the “nuanced relationship between the stock market and the COVID-19 economy.” Here are…
Rob Arnott’s Big Bet on Emerging Markets
Research Affiliates founder Rob Arnott said he has loaded more than half of his liquid investments into emerging markets value stocks, and that the bet is paying off big. This…
Siegel Talks Inflation
In an interview last month with CNBC, Wharton finance professor Jeremy Siegel discussed the money supply, inflation, and the market outlook for the next 2-3 years. Here is a summary…
Berkshire to Buy $500 million in Nubank Shares
Warren Buffett’s Berkshire Hathaway has agreed to purchase a $500 million stake in Brazil’s digital bank operator Nu Pagamentos SA, “as digital banking expands quickly in Latin America’s largest economy,”…
Value Investing Vs. Value Rotation
In a recent interview with Yahoo Finance, Applied Finance Capital Management co-founder Rafael Resendes shares his thought on his firm’s investing approach and on the current state of the value…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…