A comprehensive white paper published by GMO’s Matt Kadnar and James Montier in August—arguing against a predominantly index-focused investment strategy–was condensed in a recent MarketWatch article. The article quotes the…
Category: All
For all our posts.
U.S. Equity Funds Suffering Extended Run of Outflows
Investors pulled $2.6 billion from U.S. stock funds for the 10th week in a row, according to a recent Bloomberg article (based on data as of August 23rd outlined in…
Gundlach Says Now is the Time for Caution
In a phone interview with Bloomberg earlier this month, Jeffrey Gundlach said, “This is not the time period where you say, ‘I can buy anything and not worry about the…
What A 238 Mile Sailboat Race Can Teach About Investing
By Jack M. Forehand — I have raced sailboats since I was 12 years old. It has always been a passion of mine. The combination of being on the water…
Hulbert: Small Cap Sector Shockingly Overvalued
In a recent MarketWatch article, Mark Hulbert reveals a revised calculation that the small-cap sector is currently valued at a whopping 78.7 times earnings. He writes, “the Russell 2000’s true…
New Quants Are Focusing on Artificial Intelligence
There is a new breed of “quants” that are looking to disrupt the industry using artificial intelligence (AI), according to a recent article in Institutional Investor. One such fund is…
In a High Market, Investors Should Prepare for a Downturn
A recent article by Jeff Sommer of The New York Times poses the question: “Is this the top of the market? Is it time to sell?” “Simply put,” writes Sommer,…
Nifty Fifty and the FAANG Stocks
After the parabolic rise of the “Nifty Fifty” stocks in the 1960s and early 1970s, this group of 50 large-cap, blue chips equities “proceeded to dive and lose more than…
Opportunity in Emerging Market Bonds
While low inflation is presenting a challenge for the Fed and the European Central Bank, it is playing out differently in emerging markets, according to a recent article in The…
Arnott Says U.S. Stocks are "Dead Money"
The founder and CEO of Research Affiliates argues that investors should load up on emerging market stocks and sell off overpriced U.S. equities, according to a recent Barron’s article. In…