An article in CityWireUSA quotes the maxim “the more volatile the asset class, the worse the investor behavior,” and examines the active funds in Morningstar’s Small Growth category to back…
Commodities Gauges Underpin Goldman’s Bullish Stance
A top Goldman Sachs analyst says “we’re out of everything” and that commodities futures contracts trading are in backwardation at rates nots seen since 1997, reports an article in Bloomberg.…
As Value Outperforms, Einhorn Avoids Most of the Carnage
It’s no secret that David Einhorn, founder of Greenlight Capital, favors value stocks, and that approach paid off in January as Greenlight fell only 0.6% amidst market turmoil, reports Yahoo!…
A Look at Changing Factor Exposures in an Evolving Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…
The Market’s Turmoil Is The Ultimate Test Of Reality
With the S&P 500 index down 10% below its last high, the Nasdaq-100 index off almost 15% from its November peak, and the Russell 2000 Index of smaller companies down…
Bernstein’s Playbook To Beat The Bubble
As the 10-year tech bubble continues to deflate, Richard Bernstein of the asset management firm Richard Bernstein Associates, has a simple solution for investors to cushion their portfolios. Bernstein sees…
An Inside Look at the GameStop Story and the Revolution That Wasn't With Spencer Jakab
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story. It had some investors making massive profits,…
Active Managers Celebrate Victory
95% of all Large Value funds outperformed the S&P 500 in January, and 68% of them beat the Russell 1000 Value index, reports an article in CityWireUSA, giving value managers…
Connecting With Small Investors Remains A Challenge
Last year, the meme-stock craze brought small investors pouring into the market, but companies are still struggling to connect with those smaller shareholders 12 months later, reports an article in…
ARK’s Rise & Fall: 4 Lessons
The biggest success story to come out of 2020 was the dizzying rise of Cathie Wood’s ARK Invest, but 2021 was a far different story, details an article in Barron’s.…