We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have…
Steer Clear of U.S. Stocks & Bonds in 2022 Says Morgan Stanley Strategists
In 2022, look for better returns in Europe and Japan, and steer clear of U.S. stocks and bonds, advises Morgan Stanley’s strategy team, according to an article in Bloomberg. Fading…
U.S. Fund Hit With Closet Indexing Charge
American Century Investments has been hit with a closet indexing charge, details an article in Barron’s. The San Francisco-based law firm Schubert Jonckheer & Kolbe has filed a class action…
The Fed Knows Inflation Has Run Hot For A While
A 6.2% surge in consumer prices rattled everyone from economists to investors to policymakers in October, and while some of it can be attributed to supply chain bottlenecks, 1-1.5% of…
Lessons Learned Since 1999 “Dow 36,000” Prediction
When James Glassman and Kevin Hassett published their book “Dow 36,000” in 1999, they predicted the title number would be reached in 3 to 5 years—not the 22 years it…
Analyst Says Tesla Stock Is Overvalued by $1 Trillion
David Trainer, CEO of the independent investment-research firm New Constructs, recently wrote that Tesla stock is overvalued by roughly $1 trillion, reports Barron’s. Trainer, whose argument is based on math,…
Should You Invest With Experienced Managers?
Investors often wonder if they should trust their money to an experienced fund manager, or an upstart who might have a fresh approach. An article in The Wall Street Journal…
Berkshire Hathaway Class A Shares Soared 51% In A Day
Last month, Class A shares of Berkshire Hathaway soared 51% in after-hours trading, to a price of $661,504, reports Business Insider. The gains were short-lived and highlighted the illiquidity and…
Berkshire Hathaway’s Fate After Buffett Up To Its Board Members
As Warren Buffett continues to take baby steps back from the helm of his long-admired company Berkshire Hathaway, the most existential threat the company faces may be from its own…
Avoiding Investment Horror Stories
As we emerge from the spooky season, Morningstar asked several financiers for their investment horror stories, and what advice they have for avoiding the worst. Dan Kemp, global chief investment…