A recent article in The Wall Street Journal reports that General Electric Co.’s agreement earlier this month to sell a small but rapidly-growing biotechnology business for $21 billion “provided a…
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The Buy and Hold Optometrist Billionaire
Forbes recently profiled self-made billionaire and philanthropist Herbert Wertheim, 79-year-old who amassed his fortune from a “lifetime of prudent do-it-yourself buy-and-hold investing.” The article chronicles Wertheim’s life as an optometrist…
Stock-Pickers Know How to Buy, But Not Sell
Most money managers are better at buying than selling, according to an article by Bloomberg columnist Barry Ritholtz. This is the conclusion of a report published in January that concludes:…
U.S. Treasury is Borrowing Big
An article in Bloomberg reports that, for the second year in a row, the U.S. Treasury Department is projected to issue $1 trillion in new debt to finance the growing…
Robo-Analyst Sifts Through "Happy Talk" on Earnings Calls
Kansas City-based American Century Investment is using computer-aided natural language processing to “go through conference calls from companies in the Russell 3000, comparing them against each other and against their…
BlackRock Bets on Momentum Strategy Comeback
Even as the momentum strategy has become “deeply unpopular” from its long stretch of underperformance, the worlds largest money manager is “staying the course” with the strategy, according to an…
Hulbert: The Bull Market is Only Three Months Old
An article in MarketWatch by columnist Mark Hulbert says the bull market that began in March of 2009 “came to an end long ago. If we’re even in a bull…
The Damaging Role of Biases in Investing
By Jack Forehand (@practicalquant) There are so many biases that can hurt your returns in investing that it is hard to keep track of them. There is also no shortage…
Morgan Housel on the Biggest Returns
In an article for The Collaborative Fund, Morgan Housel draws a parallel between the energy industry and investing through a discussion of how conservation and efficiency in the former has…
HSBC Report: Treasuries Still a Haven
In a January note, HSBC Holdings PLC analysts wrote that short-dated U.S. Treasuries proved the most resilient asset in times of market turmoil, as evidenced by a study involving 10…