This is a continuation of yesterday’s post. Howard Marks is co-founder of Oaktree Capital Management and author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor (2011). His…
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Natural Resource Stocks that Show Promise
The short-term volatility in natural resource stocks can leave investors skittish, especially given their movement with either commodity or equity markets. But Jeremy Grantham and Lucas White of global investment…
A Sage Investor - Howard Marks - Shares His Wisdom: Part I
Howard Marks is co-founder of Oaktree Capital Management and author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor (2011). His thoughts, ideas and insights have become fodder…
Portfolio Strength in Diversification
Recent market volatility notwithstanding, 2016 has been a “relatively good” investing year. This according to Zachary Karabell, head of global strategy at Envestnet, in an article for Barron’s. His opinion,…
Some Shiny Apple Suppliers
The list of companies making up Apple’s supplier list number an impressive 200. The company seems to be well organized when it comes to sourcing parts, hedging itself against hiccups…
Emerging Markets Are Making a Comeback
As the S&P 500 continues to hold investors’ attention with its steady climb, BloombergGadfly’s Nir Kaissar shares his perspective on how and why emerging markets might deserve some attention. Kaissar…
Stocks with a Durable Competitive Advantage
A mainstay of Warren Buffett’s investment philosophy is his belief that the strongest companies possess a keen competitive edge against their peers. He looks for businesses that perform consistently, regardless…
Is a Storm Brewing on the Global Horizon?
The current state of the global financial markets isn’t necessarily in alignment with what one would reasonably expect, according to a BloombergView article from earlier this month. Weak global growth,…
Morgan Housel on Progress
As presidential candidates take swings at each other regarding the troubling state of the economy and what needs to change, it might be a good time to reflect on how…
What Rising Rates Mean to Low-Vol Investors
“Confusing risk with volatility can be dangerous,” says a recent report by Greenline Partners, as it “can lead to seeing things that do not exist.” This according to an article…