In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to…
Author: Validea
Buffett: Markets Becoming A “Gambling Parlor”
Markets have become a “gambling parlor,” Warren Buffett said this past weekend at Berkshire Hathaway’s annual shareholder meeting, reports The Wall Street Journal. That environment has allowed Buffett to go…
Value Will Trounce Growth, Says MLIV Survey
After dragging behind growth since the 2008 financial crisis, value investing is once again winning, thanks to increasing bond yields chokehold on tech stocks, according to the latest installment of…
Positive U.S. Real Yields Tear Up Market Playbook
The real yield on 10-year TIPS notched up 2 basis points in April, reentering positive territory for the first time since the pandemic started. That move signals a return to…
Loeb Sees $1 Trillion of Untapped Value in Amazon
Daniel Loeb, the well-known activist investor from Third Point LLC, believes there is $1 trillion of untapped value in Amazon, reports The Wall Street Journal. Loeb shared the opinion on…
Buffett Lures Fans With Stock Buys
Undeterred by the war in Ukraine and U.S. inflation, Warren Buffett has had his largest shopping spree in over a decade, expanding his stakes in Chevron and Activision Blizzard Inc.,…
Evaluating the Current Arguments in the Value vs. Growth Debate
By Jack Forehand, CFA, CFP® (@practicalquant) — After a decade of massive outperformance, the tide has finally turned against growth investors this year. The combination of stretched valuations, less favorable fed policy and…
Autocracy Is A Poor Investment
While Russian stocks and bonds are now considered essentially worthless in the wake of Russia’s invasion of Ukraine, it’s also important to consider that investing in autocracies like Russia carries…
Fidelity Shares 6 Habits Of Investors Who Have Success In The Markets
An article in Fidelity Viewpoints posits that investing isn’t about striking it rich or playing the market game, but rather about finding financial health; being able to meet your needs…
JPMorgan Expects Earnings To Surpass Estimates
Positing that the earnings estimates for the S&P 500 for 2022’s first quarter are “overly pessimistic,” strategists at JPMorgan Chase & Co. believe that Corporate America will easily surpass those…