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…
Yale, Harvard and Others Buying Bitcoin
Some large university endowments have been “quietly buying cryptocurrency for the past year or so through accounts held at Coinbase and other exchanges,” according to a recent article in Coindesk.…
Some Funds Doubled Returns Last Year, But Is That Good News?
More than two dozen actively managed funds doubled their returns in 2020, a remarkable accomplishment but not necessarily a sign that active management is back. This according to a recent…
Some Practical Ways to Look at Blending Factors
By Jack Forehand, CFA (@practicalquant) Those of us who run quant portfolios sometimes like to prove how smart we are. We like to throw out advanced statistical concepts that show how well…
Trading Giant Citadel in Spotlight After GameStop Frenzy
While the GameStop story revealed how small investors were pumping up the stock in an attempt to defy Wall Street, a recent article in The Wall Street Journal reports that…
Technology: A New Asset Class
Although tech stocks were getting plenty of attention before the emergence of Covid-19, “the pandemic and associated lockdowns have changed the calculus,” according to a recent article in CFA Institute.…
Parallels Between Today’s Market and the Dot-Com Bubble
A recent article in The Wall Street Journal compares today’s stock market and the dot-com bubble by outlining five areas of strong similarity “along with one caution about applying the…
Berkshire and Buffett Reveal New Buys
Warren Buffett’s Berkshire Hathaway revealed three secret stock buys and a reduction in its Apple holdings, according to a recent article in Bloomberg. Berkshire purchased shares in Chevron Corp., Verizon…
GameStop: What Happened, How it Happened, and Lessons We Can Learn From It (Ep. 72)
The rapid rise and fall of GameStop earlier this year was unlike anything many of us have seen in our investing careers. The stock’s price went from the single digits…
Weekly Guru Investor Highlights: Understanding GameStop Saga, The Buffett Indicator, Commodities & More
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…