The biggest question faced by U.S. investors, according to a recent Bloomberg article by columnist Nir Kaissar, is whether “the stock market can maintain its historically high valuation, a perch…
Warren Buffett’s Evolution as Business Manager
On a recent episode of WealthTrack, Consuelo Mack interviews Georgetown law professor Lawrence Cunningham regarding Warren Buffett’s evolution from skilled investor to business manager. Here are highlights from Cunningham’s comments:…
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
This week we bring back our first repeat guest on the podcast. And we can’t think of a better person to have back than our good friend Tobias Carlisle. When…
Revisiting the Market’s Valuation and the Value of Value
By Jack Forehand, CFA, CFP® (@practicalquant) — A few months ago, I wrote an article where I looked at the current valuation of the market, and some areas that looked relatively attractive on…
Looking at Market Share in Four Ways
A recent Nasdaq article offers a brief overview of the composition of the U.S. stock market and outlines four ways to look at how large, small and microcap companies contribute…
Hulbert: Some Value Stocks are Still Beating the Market
A recent Barron’s article by contributor Mark Hulbert suggests that, even though value has once again fallen behind growth, “new research provides yet more evidence that value is a good…
Recipe for a ‘Perfect Business’ and Tasty Stock
A recent article in MarketWatch discusses the components necessary for a “perfect” business and offers strategies for meeting the challenges in finding them. Strong businesses require “no incremental capital, yields…
Young People Will Buy the Dip
In the last twelve months, young retail investors have demonstrated a “refusal to bend,” putting a floor under four 2021 selloffs to date and raising questions as to whether their…
An In-Depth Look at Sector Investing with State Street’s Matt Bartolini
Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made…
Quant ETF Loses in Poorly Timed Rebalance
A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…