Continuing Blackstone’s tradition of releasing their list of 10 surprises for the upcoming year, Vice Chairman Byron Wien and Chief Investment Strategist Joe Zidle issued their list on January 3rd…
Cheap Stocks Will Have Their Day In 2022
Counting on cheap stocks to outperform shares of fast-growing companies hasn’t been a winning approach for years, but many managers are expecting that to change in 2022, with partial thanks…
Smart Money Options Traders May Anticipate U.S. Supreme Court Cases
For investors with advanced information, the options market can be a favorable alternative to the stock market. This from an academic research paper from Bucknell, Rutgers, and Yeshiva Universities, and…
Goldman Calls Out Active Fund Managers For Missed Opportunities
Active fund managers lost outperformance opportunities in 2021, and investors should stay away from companies with more exposure to wage inflation, Goldman Sachs strategists wrote in a note, according to…
In 2021, Size Drove Returns
2021’s stock market performance was shaped by big-company vs. small-company stocks, rather than value vs. growth, for the first time in years, reports an article in Morningstar. The biggest U.S.…
The Forecast Article To Shake Your Belief in Forecasts
By Jack Forehand, CFA, CFP® (@practicalquant) — We have just reached the end of 2021 annual forecasting season. It is the time of year when market strategists tell you where the market will…
Go All In On Treasuries At 3%
Hold off on dumping your high-priced growth stocks for cheaper value shares while bond yields increase, until the benchmark Treasuries yields 3%, advises an article in Bloomberg that cites research…
Invest In India
Citing its tremendous potential for growth, Prem Watsa, CEO of Fairfax Financial, tells BNN Bloomberg that he “can’t think of a better country to invest in than India.” IT, manufacturing,…
Buybacks Hit Record
Companies in the S&P 500 bought back $234.5 billion worth of shares during the third quarter of 2021, more than the previous record of $223 billion the last quarter of…
2022 Looks Poised Be Good For Value Stocks
In an interview with CNBC, Chairman, co-CEO and CIO of Ariel Investments John Rogers predicts that 2022 is going to be a great year for value. While technology stocks have…