In an interview with CNBC Market Alert, CIO of Matrix Assets Advisors David Katz offered this advice to new investors who are just getting into the stock market: “Don’t get…
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Netflix Is Now One Of The Worst Performing S&P 500 Stocks
With earnings season well under way, many big tech companies are posting losses; Amazon reported its first quarterly loss since 2015. But no company is taking the kind of beating…
Navigating Bull and Bear Markets Using Trend Following
With the market in a significant drawdown, there has been a renewed interest from investors in trend following strategies. Given its ability to limit losses during drawdowns and reduce volatility,…
Ten of the Biggest Financial Planning Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff
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…
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…