A recent article in the American Association of Individual Investors (AAII) offers insights from author William Green, whose new book “Richer, Wiser, Happier: How the World’s Greatest Investors Win in…
Kaissar: Value Investing and the Price-to-Book Ratio
While for many value investors, a low price-to-book ratio has long been synonymous with opportunity, a recent article by Bloomberg columnist Nir Kaissar argues that in recent years it has…
Morningstar: My Pile of “Too Hard” Investments is Pretty Big
In a recent Morningstar article, personal finance director Christine Benz explained that the list of investments she chooses to pass on—the “too hard” pile—has grown larger and continues to expand.…
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into…
Are Equities an Inflation Hedge?
A recent CFA Institute article debates the case for equities as an inflation hedge. “Since operating businesses can increase their prices at will, the theory holds, they can mitigate the…
Record Low of 25% Pass Rate for Level 1 CFA Exam
Only 25% of nearly 26,000 applicants passed the Chartered Financial Analyst Level I exam administered in May, the lowest since testing began in 1963, and the pandemic played a significant…
The Meme-Stock Craze Drew Attention to Fidelity’s Joel Tillinghast
The meme-stock craze that has emerged over the last year has drawn attention to the previously overlooked stocks long-favored by Fidelity stock picker Joel Tillinghast, according to a recent article…
Record Shorts Against Cathie Wood’ Flagship ETF
Short sellers have “ramped up bets against Cathie Wood’s flagship Ark innovation fund (ARKK) as belief in its strategy shows signs of faltering.” This according to a recent Financial Times…
Hedge Fund Come Back Looks Real
Hedge funds are positioned for their best average returns since 2014 in the wake of a three-year winning streak that “adds welcome color to an asset management industry that’s been…
Man Group CIO: Computer-Driven Funds to Invade New Markets
Quant strategies are poised to “push deeper into previously inhospitable markets such as corporate debt and private equity,” says Man Group CIO Sandy Rattray. This according to a recent article…