For the past two decades, government bonds have moved in the opposite direction of equities in the short run but have produced similarly strong gains in the long run, representing…
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There is Never a Good Time For Active Management – But Now Might Be One
By Jack Forehand (@practicalquant) — When active managers are struggling relative to their benchmarks, you will often hear the same description of the problem. They will talk about how the current…
Could the Housing Market Be Too Hot?
A recent Bloomberg article reports that homebuilder stocks outperformed all other groups last year, offering different points of view and metrics regarding whether the market might be reaching pre-bubble levels.…
Ray Dalio Says Market Surge Ahead
At the recent World Economic Forum in Davos, Switzerland, billionaire Ray Dalio told CNBC that the coming tax cut could lead to big gains for the U.S. stock market. “We are…
Soroban Capital is Among Funds Returning Client Money
Soroban Capital Partners is the latest in a “string of managers to return some client money as stock markets have rallied.” This according to a recent article in The Wall Street…
Conventional Fund Manager Evaluation is Wrong
The conventional wisdom regarding evaluating the performance of an asset manager is wrong, according to a recent article in The Wall Street Journal. Typically, the article points out, investors focus…
Global Growth Accelerating: Reasons and Risks
In a recent WealthTrack interview with Consuelo Mack, Evercore founder and top-ranked economist Ed Hyman and First Eagle’s Matthew McClennan share insights regarding the current level of global economic growth…
U.S. Government Just Gave Investors Part of their "Super Stock" for Free (Sort Of)
By Justin J. Carbonneau (@jjcarbonneau) — Sometimes someone says something that hits you like a ton of bricks. Well, in early January Warren Buffett was on CNBC and one of…
Gundlach's Market Outlook
According to Jeffrey Gundlach, although the S&P 500 will post a negative return in 2018, there is no recession in the offing. This according to a recent Barron’s article highlighting…
Hedge Funds Waiting for the Next Bear Market
“No one is more eager for the next bear market than long-short hedge funds,” reports a recent Bloomberg article. These funds, the article explains, are not designed to keep up…