By Jack Forehand, CFA, CFP® (@practicalquant) — The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional…
American Investors’ Top Sources for Investment Advice
A recent article in the Advisor Channel newsletter reports that “few Americans make investment decisions on their own,” and outlines the top sources accessed for advice. The article cites data…
Market Power or Moat?
A recent CFA Institute article suggests that the concept of the competitive moat—made famous by legendary investor Warren Buffett—is murky and tough to gauge and we should instead focus on…
Good News for Swindlers: Penny Stocks are Booming
The surge in trading of cheap but risky “penny” stocks is part of a broader increase in retail trading reminiscent of the 1920s, “when amateurs flooded into the stock market…
Where to Find the Next Leg of Gains if Value Starts Slowing Down
The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
The Strengths and Weaknesses of the Major Value Factors (Ep. 81)
Many investors think all value strategies are fairly similar to each other. And as a result they expect the value funds they invest in will all perform similarly over time.…
The History of Berkshire Hathaway and Warren Buffett with Adam Mead (Ep. 80)
There have been hundreds of books written about Warren Buffett and Berkshire Hathaway. So it rare for a book come out that does something that none of the others have.…
Berkshire Offers $8.3 Billion to Fund Emergency Power Plants in Texas
A month after the state suffered devastating blackouts, Warren Buffett’s Berkshire Hathaway is “pitching Texas lawmakers on a plan to spend $8.3 billion to build power plants that would run…
Robinhood Traders Pack a Punch Five Times Their Assets
Individual investors had an impact five times the size of their assets in the second quarter of 2020, says a new study from the Swiss Finance Institute. This according to…
Stock Influencers Have Devoted Followings
Public figures have “collectively amassed hundreds of millions of followers online, “many of whom “take their comments on the market as gospel.” This according to a recent article in The…










