…with an alternate take on value and the advantages a discretionary approach can offer in uncertain times. We discuss the following: How COVID-19 has changed the game of value investing…
Search Results for: covid-19
Jeffrey Gundlach on Covid and Market Risks
In a recent interview with Yahoo Finance, DoubleLine Capital CEO Jeffrey Gundlach shared a host of insights on market movements, the coronavirus pandemic impact and the outlook for the U.S….
The Stock Market Is Not Trusted by Institutional Investors
A survey of 100 institutional investors conducted last week (the II Fear Index poll) showed that 65 percent believe the long-term impacts of Covid-19 have not been sufficiently factored into…
World’s Worst Market Timer: A Story and A Lesson
…the accompanying declines, along with the recent drop of over 33% in less than a month due to COVID-19 and the global economic shutdown. The data below only confirms what…
Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy
…in the construction of investment strategies; The advice Jim would give to new parents based on his experience raising 3 children; The long-term changes that the current COVID-19 crisis might…
Validea on YouTube: A Resource for Investors
…market volatility and factor timing to risk management and the impact of Covid-19. Investors will learn what to avoid, the lessons offered by history, what works and what doesn’t. Webinars…
The Human vs. The Quant
…think it is. Like most things in investing, this is a coin that has two sides. The recent market decline related to COVID-19 showed off some of the great strengths…
Druckenmiller ‘Humbled” by Market Rebound
…Druckenmiller explained his concerns regarding recent years of “easy money” and the surge in corporate debt: “When Covid hit, I was pretty much of the view that there was a…
Quarterly Guidance and Why Suspension Should Extend Beyond Covid-19
A recent article in IR magazine underscores the rising number of firms that have stopped issuing quarterly guidance since the pandemic began in March of this year, adding to an…
Oakmark’s Nygren: Selloff Reminiscent of Older Bear Markets
…value in today’s market, Nygren says the “beaten down” stocks offer opportunity: “As the news on COVID gets better and you can see a path out of the recession we’re…