Nobel Prize-winning economist Paul Krugman is worried that investors are getting too relaxed about inflation and that as financial conditions loosen, inflation will rise again. “The markets are pricing in…
Day: February 3, 2023
A Good Start to 2023 For Bonds
The U.S. bond market has been off to a good start for 2023, making investors hopeful that the brutality of 2022 is behind them, reports an article in The Wall…
Norway’s Sovereign Wealth Fund Loses $164 Billion
Amidst the war in Europe, rampant inflation, and elevated interest rates, one of the world’s largest investors lost -14.1% last year. Norway’s Government Pension Fund Global reported a loss of…
Leveraged-Debt Machine Is Failing
As the cheap-money era comes to an end, some of the biggest banks in the world are being forced into major writedowns on the merger and acquisition deals they did…
Fisher: When Investors Should Do A Portfolio Review
Annual portfolio reviews can be a touchy thing for investors, as some are constantly checking their portfolios throughout the year, obsessing over prices, while others only look at them once…
Leon Cooperman On Value Investing & 2023 Stock Picks
In an interview with Forbes, billionaire Leon Cooperman shared some of his wisdom about investing as well as his stock picks for 2023. Cooperman, who built up Goldman Sachs’ asset…