The widespread assumption that the strength in both equities and bond yields is a result of Trump’s election may be misleading, writes Zach Karabell in last week’s Barron’s. Envestnet’s head…
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New Manager at Pimco is Paying Off
The Pimco Income Fund, managed by Dan Ivascyn, has returned 10.6% over the past 12 months alone and, according to last week’s Bloomberg, investor money is “pouring in at pace…
Active Management is Alive and Well
An article in last month’s Enterprising Investor outlines some interesting insights into how active management is “alive, thriving and adding value across trillions of dollars of assets worldwide.” The author…
WSJ's Jason Zweig on American Capitalism
The notion of capitalism as a mechanism in which “fat and happy” companies become acquisition targets is changing, writes Jason Zweig in last week’s Wall Street Journal. Zweig cites new…
Veteran Economist Suggests Trump Rally Caution
Contrarian economist David Rosenberg, chief economist and strategist at Toronto-based Gluskin Sheff & Associates, offers market insights in a recent interview with Barron’s. Here are some highlights: View on U.S.…
Warren Buffett's Turnaround on Tech
Warren Buffett bent his “no tech” rule with major investments in both IBM and Apple, and made recent headlines by significantly increasing his stake in the latter to the tune…
Robert Shiller Shares Insights on the Trump-Bump
In a February interview with Bloomberg, Yale University professor Robert Shiller says, “I think the Trump effect is really important.” While Shiller, winner of the Nobel Prize in Economics, says…
Buffett Can Bend His Own Rules
When Berkshire Hathaway buys pricey stocks of companies that pay hefty dividends and repurchase shares, it may appear to go against his mantra of “never lose money,” since a short-term…
The S&P 500 May Follow Its Own Path
Based on technical analysis of stock market movements, an 85-year trend for the S&P 500, “shows the equity benchmark could rise past 4,000 in the next eight years—an 81 percent…
Five Picks for the Common-Sense Investor
How should an investor address the ever-present question as to whether an exciting, media-saturated stock is actually a sound opportunity? In anticipation of Snapchat Inc.’s IPO, Validea CEO John Reese…