Investors should take a long-term bullish view on stocks, says Tom Lee from Fundstrat, as noted in an article in Business Insider. Risk-tolerant Millennials are set to boost the stock…
World’s Richest Family Reveals Stock Picks
The world’s wealthiest family has routinely kept their investments undisclosed—until now, says an article in Financial Advisor. The Walton Family, founders of the Walmart retail empire, revealed that it held…
Panic Selling More Likely Among Older Men
Male investors over the age of 45 who are married or believe they have “excellent investment experience” are more likely to panic sell stocks during a market crash, researchers at…
Quants Are Taking Over The Bond Market
The latest Invesco Ltd. poll indicates that the quant revolution in fixed income is finally here, details an article in Bloomberg. According to the poll, the majority of investors (55%)…
Pay Attention to the Way Management Talks
The start of earnings season is still a couple of weeks away (October 13) but analysts are already working their numbers to factor in higher labor costs and potential supply-chain…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…
Duke University’s Endowment Gains Record 56%
With a record 56% return, Duke University’s endowment is the latest U.S. college to post notable gains this year, an article in Bloomberg notes. The North Carolina-based school reported a…
Tips For Using Annuities In Retirement
Drawing on Jasmin Sethi’s comprehensive paper “Should We Have More Annuities?”, an article in Morningstar discusses how annuities might fit into a retiree’s portfolio. Annuities face both legal and practical…
Are SPACs An Uncorrelated Asset Class?
SPACs have surpassed IPOs in volume this year, and many advocate them as a new asset class that every investor should add to their portfolio, purporting that they generate superior…
A Cleric Moves Indonesia’s Market
Retail trading in Indonesia has exploded, thanks to Instagram influencers and their millions of followers, contends an article in Bloomberg. One such influencer is Jam’an Nurchotib Mansur, a Muslim cleric…