Fed policies, “speedy stimulus” and success with Covid-19 vaccinations have led to the “biggest U.S. fantasy trip of all time” for investors, says GMO co-founder Jeremy Grantham. This according to…
Search Results for: covid-19
Quality Stocks at Cheapest Point in 20 Years
…quality stocks have underperformed since November 2020, when Covid-19 vaccine announcements sent their valuations lower, the article reports: “Instead of paying up to own quality companies amidst a global economic…
Facebook and Alphabet Up as Apple and Netflix Fade
…amid news that the Covid-19 vaccine was progressing, at which time value stocks began a month-long rally. Get Full Access to VALIDEA Today Invest Using Proven Quantitative Strategies – Risk-Free…
Capitalism and Value Investing
…disrupters have transformed economies” —it cites the example of Moderna which, before it’s Covid-19 vaccine, “had never before sold an FDA approved product or earned a profit.” The article explains…
GMO’s Ben Inker on Where He Spots Value
…Allocation fund that Inker manages, he says they are buying high-quality companies in sectors that have gotten “hit hard by Covid, which still look cheap relative to the market.” The…