Earlier this month, Miller Value Partners founder Bill Miller shared thoughts and insights on the market in his Q2 letter to investors. Here are highlights: “The future is about probabilities…
Amplifying Momentum’s Alpha Potential
By Justin Carbonneau (@jjcarbonneau) — Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most,…
AQR’s Cliff Asness is Back to Defending Value
Cliff Asness, “godfather of value investing” and co-founder of AQR Capital Management, is once again defending value investing and saying that current valuation spreads between the cheapest and most expensive…
Downdraft Could Come from Market Breadth
The wide dispersion we’re currently seeing in stocks indicates we may be headed for a dip, says CFRA chief investment strategist Sam Stovall. This according to a recent article in…
Strategies for When Stocks Drop
Although US stocks appear poised for continued growth, “risks remain and a market decline can be just around the corner, threatening to unnerve investors at any time,” according to a…
Canadian Contrarian David Rosenberg on Why Bonds have ‘Trounced’ Stocks Since March
While “anemic” returns look “downright depressing” to many, Canadian contrarian David Rosenberg has been advocating for investors to purchase long-term Treasury bonds for at least five years—and “has been mostly…
The Facts About Factor Timing
Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors’ desires to buy low and sell high. But the…
How the Fastest Man Alive Prepares for a Race
Jamaican sprinter Usain Bolt, known as the fastest man alive and the only sprinter to have won 100-meter ad 200-meter titles at three consecutive Olympics (2008, 2012, and 2016) says…
Ackman: Economy will Roar Despite Delta Variant
Hedge fund manager Bill Ackman is betting on the economy’s comeback, saying that not even the Delta variant of the coronavirus will derail it. This according to a recent article…
Money Personality: Do You Know Yours?
Recent research by Fidelity shows that “everyone’s unique personality traits help them navigate the world in different ways” and that this is also true for money and investing decisions. For…