By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer that factor investing is an effective way to produce returns that beat the market over time. But I also…
Millennials Will Drive Up Housing Costs For Years
Fueled by shrinking debt, expanding wealth, growing families and low interest rates, millennials area driving the housing market and will probably drive up home prices for years to come, contends…
Deflate Your Inflation Fears
In an article in The Wall Street Journal, Jason Zweig writes about inflation fears and the Wall Street pundits who peddle it, and portends that you are probably better protected…
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
Momentum was a factor that many academics were very reluctant to embrace. Our guest this week, Sheridan Titman, helped to change that with his 1993 paper “Returns to Buying Winners…
Why Aren’t Stocks Scared Of The Rates Move?
Analysts are scratching their heads trying to figure out why stocks aren’t more freaked out by the sudden move in short end of the rates curve lately, sounding the alarm…
Sector Shake-Up Could Have Huge Impact
MSCI, which owns the Global Industry Classification Standard (GICS), has proposed a set of changes to the way it classifies companies according to sectors, reports Barron’s. The changes could affect…
Inflation Equals Value Stocks’ Time To Shine
As crypto, oil, gold and real estate have their moment, the best refuge from concerns about inflation may be something a lot less flashy: traditional value stocks, posits an article…
Sustainable & Value Investing Are No Different
Sustainable investing isn’t any different than traditional value investing because both focus on the long view, says Yimei Li, CEO of China Asset Management, in an interview for CNBCat their…
High Crypto Prices Show Inflation Is Real Says Peter Thiel
PayPal co-founder Peter Thiel regrets not buying more crypto when it was still a bargain, reports an article in Bloomberg. Thiel was quoted at the National Conservatism Conference as saying…
Bullish Stories May Not Be What They Appear
Promoting a stock in exchange for payment—without disclosing that payment—has been illegal since 1933, but digital syndication makes the enforcement of those rules a lot trickier, contends an article in…