Top JP Morgan strategist Marko Kolanovic says there will not be a recession this year and there will be an increase in consumer activity this summer. The co-head of global…
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GMO’s Inker Says It’s A Good Time For Long Value & Short Growth
With the S&P 500 down more than 15%, the Nasdaq down over 25%, and the Russell 1000 Value down 9.37%, most investors would deem the 2022 equity market pure chaos.…
How To Face Buying The Dips
Given the smooth upward trajectory stocks have had for the past 15 years, it’s easy to think that the almost-20% decline so far in 2022 is just a blip. But…
What Buffett Is Buying
The continuing sell-off has given Warren Buffett a golden opportunity to buy the dip and increase the holdings at Berkshire Hathaway, putting to use the billions of dollars the company…
Burry Reveals Bet Against Apple
Last quarter, Michael Burry of Scion Asset Management and “Big Short” fame made a bearish bet against Apple and acquired several other stocks, according to a recently-revealed SEC filing, reports…
Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova
In this episode we talk with Dimensional Fund Advisors Director of Research Savina Rizova. We discuss her amazing story, from growing up in communist Bulgaria to recently being named one…
The Importance of Flows
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,…
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…