Nearly 30 years later, the 1994 bond rout still casts its shadow over Wall Street, and it raised its spectral head once again when Fed Chairman Jerome Powell called it…
Challenges for the 60/40 Balanced Investor in Today’s Market
By Justin Carbonneau (@jjcarbonneau) — Late last year I gave a presentation to investors title, “Alternatives to the 60/40 Stock/Bond Portfolio: Why Investors Should be Thinking About this Now in…
Munger Steps Down & Donates Stock
98-year-old investor Charlie Munger, the longtime business partner to Warren Buffett, is stepping down from his role as chairman at the Daily Journal Corp, reports Yahoo! Finance, though he plans…
Build Wealth With Stocks Instead of Houses
The days of buying a modest home and then selling it years later for an enormous profit are likely over, contends an article in Barron’s. Housing prices aren’t likely to…
Stocks As Inflation Hedge Is The New Narrative
It appears that stock investors are not discouraged by the highest inflation in decades or the resulting increase in bond yields, according to an article in Bloomberg. As analysts struggle…
Apple Buys Fintech Start-up Credit Kudos
In a deal finalized earlier this week, Apple has acquired Credit Kudos, a financial-tech (finch) start-up that is valued at about $150 million and based in the UK, reports CNBC.…
The Importance of Drawdown Management in Retirement Planning
Many investors think that the best way to maximum their spending rate in retirement is to invest in the asset classes with the highest long-term returns. And that is true…
What’s Fueling the UK Value Renaissance
For several years, the growth investment strategy reigned supreme in UK equities, as well as further abroad. But after the value rebound towards the end of 2020, UK value fund…
The S&P 500 Passed Stock-Pickers By in 2021
Though 2021 was overwhelmingly good for the U.S. stock market, most stock-picking fund managers were disappointed by it, contends an article in The Wall Street Journal. While the S&P 500…
Carl Icahn On How His Style Differs From Buffett’s
In an interview on CNBC, legendary investor Carl Icahn highlighted the differences between his investing style and that of fellow billionaire investor Warren Buffett. As Icahn sells to exit his…