By Jack Forehand, CFA, CFP® (@practicalquant) — I wrote an article a few weeks back that looked at how much of the outperformance of value stocks since the bottom in March of…
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
Review of ‘Investing with Keynes’
A recent article in The Wall Street Journal reviews a new book about John Maynard Keynes, best remembered as “an economist who made the case for governments to spend their…
Reflation Trade and Global Market Response
A recent article in Bloomberg reports that a “roaring” reflation trade in the first quarter has led to “lasting reverberations” across the globe. Here are highlights of what the article…
Stifel’s Barry Banister on Value versus Growth
In a recent interview with CNBC, Stifel chief equity strategist Barry Banister shares his thoughts on the value rotation and what it means for the valuations. Here are highlights from…
Weekly Highlights: SPACs, All Weather Investing, Howard Marks on the Market, Inflation Expectations
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…
Ackman: Capitalism Offers “Powerful” Solution for Society’s Problems, Highlights ESG as Gateway
Billionaire activist investor and Pershing Square CEO Bill Ackman argues that capitalism is “the most powerful source” for solving society’s biggest problems, and advocates for ESG as a path toward…
Oakmark’s Coniaris on Valuations and Strategy
In a recent CNBC interview, Oakmark portfolio manager Tony Coniaris shares insights on current valuations and investment strategy. Here are some of his comments: “Valuations are higher than normal, but…
A Detailed Look at All Weather Investing With Standpoint's Eric Crittenden (Ep. 83)
The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling…
The Explosion of SPACs -- Should You Care?
By Justin J. Carbonneau (@jjcarbonneau) — The odds of finding a pearl in your restaurant oyster are 1 in 10,000 to 1 in 12,000 depending on the species of mollusk.http://goldsteinsjewelers.blogspot.com/2014/06/gem-mythbuster-pearls-found-in.html This is an article…