While many investors may see inflation as the biggest threat to their holdings, some are more worried about the possibility of the Fed exiting bonds, portends an article in The…
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Markets Haven’t Lost Faith in the U.K Yet
With its fourth prime minister—Liz Truss—in six years, lower GDP per person than pre-pandemic, surging inflation, a looming recession, high energy prices, slowed productivity and potential labor strikes, many would…
Blue Whale: “Active fund managers should quit”
Stephen You, co-founder of the investment fund Blue Whale, said recently that active fund managers who fail to garner returns for U.K. individual investors should leave the industry, reports an…
Winning With Brain Power at Bridgeway Capital
Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or…
Review: Rubenstein’s "How to Invest"
Readers who read investment books aren’t looking for the twists and turns of a mystery novel; they want advice and ideas on how to become better investors. David Rubenstein’s “How…
Show Us Your Portfolio: Ryan Krueger
We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have…
Global Dividends Hit Record After Pandemic Delay
2022’s second quarter saw a record high for global dividends, after payouts that were delayed by the pandemic rebounded, reports an article in Barron’s. According to the most recent version…
Kashkari “Happy” About Market Reaction To Jackson Hole Speech
Minneapolis Fed President Neil Kashkari told Bloomberg that he was “happy to see” the reaction to Jerome Powell’s speech at the Fed’s annual retreat in Jackson Hole, in an interview…
Grantham Warns Bubble Hasn’t Burst Yet
The famously bearish Jeremy Grantham warns that the stock “super bubble” that he’s previously spoken about “has yet to burst” and that when it does it will be an “epic…
Stop Bashing Buybacks
An opinion piece in the Financial Times contends that the focus on stock buybacks in the Inflation Reduction Act, which imposes a 1% excise tax on share repurchases, indicates a…