With the Fed swiftly raising rates and the slowing of economic growth, small-cap stocks have gotten pummeled. The Russell 2000 has declined 32% from its November 2021 high through June…
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Buffett Bets Big On Occidental
Warren Buffett has been snapping up stock in Occidental Petroleum since 2019, garnering a 20% stake in the company that’s worth about $180 million. The move has made some wonder…
Andreessen Horowitz To Manage Fortunes of Tech Stars
Venture firm Andreessen Horowitz, known as a16z, has hired former Jordan Park Group CIO Michel Del Buono to head up its new business managing the wealth of many of the…
Recession Alarm Rings On Wall Street
The yield curve, which shows how interest rates on different U.S. government bonds such as 3-month bills, 2-year and 10-year Treasury notes compare, as well as functions as a recession…
How Long Can Bear Markets Last?
Bear markets can induce panic-selling in investors who would do better to focus on their long-term goals, and financial advisors need to foster constructive conversations with their clients to see…
JPMorgan’s Kolanovic Says Stocks Will Rebound
Marko Kolanovic of JPMorgan Chase & Co is sticking to his calls for risky assets in the second half of this year, expecting stocks to rebound, according to an article…
Constructing an Intangible Asset Based Value Strategy with Kai Wu
Research has shown that value investing needs to change. Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such…
Druckenmiller: “Bear Market Has a Ways to Run”
At the recent 2022 Sohn Investment Conference, Stanley Druckenmiller of Duquesne Family Office relayed his belief that “we’re six months into a bear market [which still]…has a ways to run,”…
Some Think ARK Needs To Fail For New Bull Market To Truly Begin
The stock market won’t thrive again until ARK Innovation is dead, maintains an article inThe Wall Street Journal, citing a Wall Street insider who said that he doesn’t believe a…
What is the One Lesson You Would Teach the Average Investor? Ten Great Investors Tell Us
In each episode of Excess Returns we ask all our guests one standard closing question:Based on your experience in markets, if you could teach one lesson to your average investor,…