By Jack Forehand, CFA, CFP® (@practicalquant) — I am a fundamental investor. I like to look at the value of a stock in the same way I would look at any business. Ultimately,…
Day: May 18, 2022
Why The Yield Curve Matters
In a video shared on the Fisher Investments YouTube channel, Ken Fisher explains the yield curve and why it’s important. There’s been a lot of conversation about the yield curve…
Investing’s Four Horsemen
In a piece for Morningstar Magazine, Don Phillips, managing director at Morningstar, discusses the ever-present threats to portfolios, known as “the four horsemen of the investor apocalypse”: complexity, concentration, leverage,…
Emerging Markets Are The Place to Be
For the best opportunities, look outside the U.S. and China, says Ruchir Sharma, the chairman of Rockefeller International, in an interview with Barron’s. Sharma will soon be launching a new…
A Bull Market In Macro Doom
In an opinion piece for Bloomberg, Jared Dillian writes that the niche of investment research he calls “macro doom” has become quite popular of late, with everyone predicting a bust…