Last year’s synchronized surge in FAANG stocks has faded as investors look beyond the pandemic. This according to a recent article in The Wall Street Journal. “It is a far…
Cathie Wood’s Ark Inspires Boom in Actively Managed ETFs
Ark’s Innovation ETF has sparked a surge in actively managed exchange-traded funds, according to a recent article in Bloomberg. Data compiled by Bloomberg shows that this year, ETF issuers have…
Why It’s Time to Buy Momentum Stocks
Momentum stocks have underperformed recently, but that may be about to change. This according to a recent article in Barron’s. In 2021, the article reports, the momentum ETF has “gained…
What to Do in a Confused Market
In an article for Proactive Advisor Magazine published at the end of May, U.S. Macro Group head Tony Dwyer addresses the question of what investors should do when heavy macro…
An Inside Look at the Contrarian Investment Strategy of David Dreman
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…
Stanley Druckenmiller Insights on the Market and Its Greatest Investors
A recent article in The Hustle outlines an in-depth interview with investing legend Stanley Druckenmiller that touched on the earmarks of a great investor and the state of the markets.…
Goldman: Inflation Will Do a Number on Stocks
A new study by Goldman shows that stocks will do well if inflation remains muted, but an escalating consumer price index (CPI) will hurt returns. This according to a recent…
Paul Tudor Jones: If Fed Ignores Prices, “Go All In” on Inflation Trades
Last month, billionaire hedge fund manager Paul Tudor Jones told CNBC that he’s paying close attention to the Fed given the rise in consumer prices. If the Fed treats the…
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…
The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process
Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns…