By Jack Forehand, CFA, CFP® (@practicalquant) — The stock market has had a huge run in the past 15 months. As of May 11th, the S&P 500 is now up 64%, off…
Strategy Focus: Low Volatility Investing and the Conservative Formula
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…
Exodus from QQQ ETF ‘Ups the Ante on Big Tech Earnings’
During just five days in late April, the $161 billion Invesco QQQ ETF reportedly “bled nearly $6 billion in its worst stretch since the dot-com era of 2000,” according to…
Sonders: Earnings Season Starts off Strong
Although it is still early in the first quarter earnings reporting season, “so far so very good,” according to a recent article by Charles Schwab Senior Vice President and Chief Investment…
Weekly Highlights: Potential Moves to Protect Gains, Royce on Small-Caps and Why Cash on the Sidelines is Overrated
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Moves to Consider to Help Protect Your Portfolio & Profits
By Justin Carbonneau (@jjcarbonneau) Over the past few weeks, I’ve had conversations with a number of investors about the market’s amazing move higher, the astonishing performance in small caps, cyclicals…
Cash on the Sidelines’ and What it Really Means
Cash “coursing through the economy” can certainly bolster markets and investment sentiment, says a recent Bloomberg article by Barry Ritholtz (founder of Ritholtz Wealth Management) that questions some of the…
Buffett Defends Berkshire’s Pandemic Moves
While taking questions for four hours during the Berkshire Hathaway annual shareholder’s meeting last Saturday (held in Los Angeles), CEO Warren Buffett and his partner Charlie Munger harshly criticized SPACs,…
Interview with Jeffrey Gundlach on the State of the Financial Market
In a recent Virtu-Mindshare interview, DoubleLine CEO Jeffrey Gundlach offered straight talk on the state of the financial markets and the deficit. Here is a summary of Gundlach’s comments: The…
Bill Miller on Market Opportunities
In a recent interview with CNBC, investor Bill Miller talks about the market opportunities and trends. “We bought GameStop at a cost of about 4,” he said, adding “and sold…