A recent survey of individual U.S. investors indicates that they may be overly optimistic about returns in the coming year. This according to a Wall Street Journal article by columnist…
‘Big Short’ Investor Michael Burry Says Meme Stock Crash is Coming
Investor Michael Burry says he sees “shades of 1999 and 2007—periods of other market frothiness” in today’s meme stocks. This according to a recent article in Barron’s. “I don’t know…
Jim Grant Talks Falling Bond Yields
In a recent interview with CNBC, Jim Grant, founder of Grant’s Interest Rate Observer, discussed the current state of the bond market and what lies ahead. “I’m startled at how…
The Cost of a Tax Hike on Dividends is High
The “flurry” of tax proposals from the Biden administration includes a “headline-grabbing tax hike on capital gains” as well as on dividends that will affect more than just the wealthiest…
Five Value Investing Principles that Still Stand
In a recent Robeco article, Boston Partners Senior Portfolio Manager Mark Donovan shared five foundational value investing principles that have stood the test of time, “even as these principles seem…
When Conviction Fails You
By Jack Forehand, CFA, CFP (@praticalquant) — I wrote an article last week that challenged some commonly held beliefs about dividend investing. When you take on dividends, you can expect…
Age of Bull Market May Help Determine Value Stocks’ Fate
Value stocks just had their worst month relative to growth in about twenty years, according to a recent Bloomberg article that highlights vastly different opinions as to whether a comeback…
Ken Fisher Weighs in on Meme Stocks
In a YouTube video earlier this month, Ken Fisher of Fisher Investments weighed in on the recent surge of meme-stock mania, arguing that while it drew a lot of media…
Buffett - The ‘Extremely Uneven’ Impact of the Pandemic Is Not Over
In a recent CNBC interview, Berkshire Hathaway CEO Warren Buffett describes the “extremely uneven” impact the pandemic has caused across the U.S., adding “It’s not over.” “Many hundreds of thousands…
For Value Investors, Avoiding Growth Companies Can Hurt Returns
Although many value investors may avoid growth companies altogether, one asset manager believes such an approach is “fundamentally flawed” according to a recent article in Institutional Investor. Applied Finance, a…