Out of the almost 190 companies that stopped paying dividends to their shareholders in 2020, at the height of the pandemic, 72 have yet to start paying them again, including…
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Powell Abandons Soft Landing
Federal Reserve Chair Jerome Powell has abandoned his goal of a “soft landing” and is engineering something that could be much more difficult for the economy, according to an article…
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…
Is It A Bad Time To Retire?
Market performance in the early years of retirement can greatly affect how long retirement funds will last, as losses can take a larger chunk out of a portfolio when it’s…
September Is The Worst Month For Stocks
September has a long history of being the worst month for stocks, averaging a 0.56% decline in the S&P 500 (and its predecessor) since the end of WWII, according to…
Everything Investors Need to Know About Federal Reserve Policy with Cullen Roche
There has been a lot of debate about Federal Reserve policy in the wake of the pandemic. But many of those involved in that debate want to promote a specific…
Mapping The Opportunity in Small Caps to Value Investment Strategies
By Justin Carbonneau (@jjcarbonneau) — Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks,…
Hedge-Fund Guru Julian Robertson Dies at 90
Julian Robertson, founder of Tiger Management and mentor to a generation of investors called the “Tiger Cubs,” died August 23rd at his Manhattan home, reports an obituary in Bloomberg. Robertson,…
Recession Nowhere Near 100%, Says Bobrinskoy
In an interview, Charlie Bobrinskoy of Ariel Investments told CNBC that while the market seemed to show more confidence that a recession is looming, he doesn’t believe the chance of…