The topic of market sentiment and how it manifests in stock price shifts and investor behavior is addressed in this week’s Enterprising Investor. In today’s post-election market, the article points…
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Value-Based Picks for the Trump Rally
As the Trump rally continues and stock prices remain elevated, shopping for value stocks may not sound feasible, writes Validea CEO John Reese in this week’s Forbes. He points out,…
Howard Marks: It's Tough to Be Good at Macro Investing
Global macro hedge funds choose positions in various equity, fixed income, currency, commodities and futures markets based primarily on the economic and political views of various countries or their macroeconomic…
Gus Sauter Warns Investors to Plan for a Long Life
One of the most crucial things to consider if you’re approaching or in retirement is “estimating how long you’ll live,” writes former Vanguard chief investment officer George U. “Gus” Sauter…
SoftBank to Buy Alternative-Asset Manager Fortress
Japanese technology giant SoftBank Group has agreed to buy asset manager Fortress Investment Group LLC for $3.3 billion in a continued effort to become one of the world’s largest investment…
Sexy Companies Don't Necessarily Make Good Investments
Snap Inc. (the maker of the popular social app, SnapChat) has been getting a lot of attention of late, according to a recent article in the Financial Times, and not…
Finding the Cream of the Dow
The milestone of the Dow hitting 20,000 in late January should be taken with a grain of salt, writes Validea CEO John Reese in this week’s Nasdaq. He argues that,…
Cash Flows Don't Lie
Given the current political climate and the uncertainty surrounding the financial markets, it’s important for investors to stick to concrete concepts when evaluating stocks, says an article in last week’s…
ETFs Make Markets Less Efficient Writes Klarman
While exchange-traded-funds have claimed a growing share of investor funds, critics say these funds are “potentially dangerous and untested through a crisis,” says a Bloomberg article from last week. In…
Newsletter Writers are the Most Bullish in a Decade
The surge in positive sentiment about the market is increasingly misaligned with the reality of a slow-growing economy, according to last week’s Wall Street Journal. The article says that the…