Arguing that the shift to passive investing is “really just a reflection of an even bigger move away from high-cost to low-cost funds,” a recent Bloomberg article suggests that active…
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Byron Wien's Market Insights from Annual Lunch Series
Blackstone strategist Byron Wien shared some takeaways from the annual summer luncheons series he offers to “tap the collective wisdom of financial experts,” according to a recent article in Barron’s.…
The Investor as a Storyteller
By John P. Reese — The celebrated author Mark Twain said, “It’s not what you don’t know that kills you, it’s what you know for sure that ain’t true.” Twain’s…
Buffett Converts BofA Warrants
Berkshire Hathaway CEO Warren Buffett secured an $11.5 billion gain by exercising warrants to purchase 700 million shares of Bank of America Corp., according to an article in Bloomberg. The…
Market Forecasting Difficult
A recent article in The Economist discusses the difficulty analysts face in forecasting returns given the current market’s stretched valuations. “Just as fund managers cannot be relied on to be…
Podcasts of the Week: Dalio, Bass, Gardner & Egan
By Jack M. Forehand — As I discussed in my Best Investing Podcasts article last week, podcasts have become a great source of investing knowledge for me. The format allows…
REIT Outperforms Through Active Management
As active stock managers continue to face competition from low-cost index funds, some firms have managed to outperform benchmarks by using “specialized expertise and fundamental research in sectors like real…
Poor Market Breadth is Sign of Pullback, But No Bubble Envisioned
A series of “worrisome signals” are pointing to weakening market momentum and a possible pullback, according to a recent article in The Wall Street Journal. The signals are as follows:…
Dalio and Gundlach Say Emerging Markets are Risky
A host of concerns across the globe are raising red market flags for heavy-hitting investors such as Ray Dalio and Jeffrey Gundlach, says a recent Bloomberg article. Among the concerns;…
Preserve and Grow Your Wealth With Good Habits & Discipline
By John P. Reese — In a classic episode of the comedy television series Seinfeld, Jerry is told by a rental car agent that although they had his reservation in…