The word “smart” is thrown around a lot these days to describe phones, tables, and a host of other gadgets intended to make our life easier. But, as we know,…
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Time to Bottom Feed Across the Pond
The U.S. stock market is expensive and bond yields aren’t far from record lows. European and emerging market stocks, on the other hand, have approached stomach-turning status, says Jason Zweig…
The Irony of the Low-Volatility Binge
Investor appetite for low-volatility mutual and exchange-traded funds isn’t new. However, it seems to be reaching the point of gluttony. Bloomberg reports that this month, (for the first time), combined assets in the PowerShares S&P…
Is There a Red Flag in Front of this Bull?
This May marks the one-year anniversary of the record high in U.S. stocks, but don’t break out the champagne just yet. This milestone is sparking some concern as to whether the other shoe is about…
Growth or Value: Who’s Driving the Bus?
Conventional wisdom suggests that value reigns at the beginning of bull markets and growth overtakes as the bull market progresses. But there is data that suggests another relationship: That is,…
Berkshire's Close-Ended Investment Model - Simple and Successful
Every year, droves of shareholders attend the Berkshire Hathaway annual meeting, some lining up before sunrise to get front row seats. The high point of the event is the question-and-answer…
When the Going Gets Tough, the Rich Take a Hike
A new study has found that folks in the top 0.1% tax bracket run for the exits fastest on the days when market volatility spikes (according to government data collected in 2008 and…
Lazlo Birinyi—a Bull or a Bear?
Before Lazlo Birinyi opened his Westport, Connecticut research and asset-management firm in 1989, he honed his skills at Salomon Brothers on a trading desk run by Michael Bloomberg. Today, he…
Hedge Fund Heavy Hitters Offer Range of Outlooks & Predictions
As the hedge fund industry continues to struggle to justify high fees and awful returns, some of this year’s speakers at the Sohn Investment Conference addressed how the largest funds…
David Wallack on Attractive Value Stocks
Value stocks seem to be staging a comeback, but many are still trading at 30%-40% below their highs, and a significant opportunity may still exist. At least that’s the view…